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How to modify an assigned participant
How to modify an assigned participant

Learn how to modify an assigned participant in rare cases such as misidentification or on in-person meetings with multiple clients.

Updated over a week ago

Modifying an assigned participant can be useful in rare cases such as misidentification or on in-person meetings with multiple clients.

Here is how you can make this change for yourself:

  1. Begin by accessing “Past meetings” and select the meeting whose participants you would like to modify.

  2. Clicking on the “View meeting” button.

  3. Then, click on the gear icon next to “Configure assignment”.

  4. Here you can see the assigned participants on the right side.

  5. By clicking on a name you would like to change, you can easily replace it with another teammate’s name.

  6. To finalize the changes click "Save".

  7. Please wait until the system performs this change.

  8. Scroll down, until you see that the name has changed to your teammate’s name in the Meeting Summary.

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