Inviting Facilitators
You can invite others to facilitate a meeting as FACILITATOR ONLY or FACILITATOR + PARTICIPANT. A facilitator-only participant runs the meeting and joins the discussion, but doesn't add ideas, votes, ratings, estimates, poll answers or standup updates. This ensures an environment where team members are not biased or influenced.
The Facilitator Only role will be able to:
- Modify retrospective & health check settings
- Invite participants
- Conduct the meeting and process
- Group ideas
- Add actions and agreements as discussed by the team
They will not be able to:
- Add ideas
- Vote
- Add ratings or estimates
- Answer polls
- Post standup updates
How to change your role to Facilitator Only
You can change your role to be Facilitator Only or act as a FACILITATOR + PARTICIPANT:
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In the meeting, click on the TEAM side panel tab followed by your name.
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Change your role to FACILITATOR ONLY from the drop down list.
How to invite another team member to be a facilitator
To invite another team member to be Facilitator only:
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Click on the TEAM side panel tab.
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In the INVITE TEAM email drop-down, invite the new user or update the existing role to be FACILITATOR ONLY.
Claiming the facilitator role
If the facilitator is not present during the meeting, a participant will have the ability to claim the facilitator role to resume the meeting.
As a participant:
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Click on the TEAM side panel within the meeting.
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Click on the BECOME FACILITATOR button.
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You will now be listed as the facilitator of the meeting.
