Set a Meeting to Private

Control meeting visibility for individual meetings in ConstructionOnline™

BACKGROUND

In construction, not every conversation is meant for every team member. Whether discussing financials, staffing, or sensitive client updates, controlling visibility is key to protecting information and keeping communication focused. 

ConstructionOnline's Meeting Minutes feature gives users that control over meeting visibility with the Private Meeting setting. When a meeting is marked as private, it becomes visible only to Admin Users and selected attendees. This helps safeguard sensitive discussions, reduce noise for uninvolved team members, and ensure the right people stay in the loop. 

HOW TO SET A MEETING TO PRIVATE 

You can make a meeting private either during meeting creation or at any later time by editing an existing meeting. 

 A. During Meeting Creation:

1. Begin by choosing the option to Create a New Meeting
2. In the "Create Meeting" extension blade opened on the right side of the screen, navigate to the "Details" tab. 
3. Check the box labeled "Private Meeting" to restrict meeting visibility to Admin Users and invited attendees.
   
   
4. Complete additional Meeting Details as needed.
5. Click the blue "Create" button to finalize and save the private meeting. 

B. From an Existing Meeting:

1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
   1. If you're working within a specific Project, use the Feature Selector to access that Project's Meetings. 
2. Select Meetings under the "Meeting Minutes" section. 
3. Hover over the desired meeting and either press the blue "Details>" button or right-click and select "Edit." 
   
   
4. Follow Steps 2-4 as listed above. 

ADDITIONAL INFORMATION 

• Subscription Level: Meeting Minutes are available for companies with active Commercial or Multi-Family subscriptions at the Team, Business, and Enterprise levels. 
  • Meeting Minutes is also available as a Per-Company Add-On for all other plans. 
• Permissions: Admin Users and Company Users with "Can Create, Edit, and Delete" for Meeting Minutes can create private meetings. 
• CO™ Mobile App: Currently, the Meeting Minutes feature is exclusively available through browser access to ConstructionOnline.

HAVE MORE QUESTIONS? 

• If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.