Inviting Facilitators
You can invite others to act as facilitators only for a meeting. They can do so as a FACILITATOR ONLY or FACILITATOR + PARTICIPANT role allows the meeting facilitator to manage the retrospective or health check meeting without contributing or participating. 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:
- Contribute ideas
- Vote on ideas
How to change your role to Facilitator Only
You can change your role to be Facilitator Only or act as a FACILITATOR + PARTICIPANT:
In the meeting, click on the TEAM side panel tab followed by your name.
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:
Click on the TEAM side panel tab.
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:
Click on the TEAM side panel within the meeting.
Click on the BECOME FACILITATOR button.
You will now be listed as the facilitator of the meeting.
