Meetings · Invites

Invite participants and finalize attendance roles

Invitations define permissions, quorum, and approval flows. Use the steps below to add participants and run the final attendee confirmation step before circulation.

Meetings overview Agenda workflow

1. Open team settings

Navigate to Settings -> Team to manage board and exec membership.

2. Add email + role

Choose the role that matches governance responsibilities (Chair, Member, Secretary).

3. Send the invite

Stride sends a secure link with clear instructions for account setup.

4. Finalize attendees before circulation

In the meeting planner Step 3 (Finalize attendees), preselect agenda owners and assigned presenters as Required, then adjust Optional and Observer roles.

5. Track acceptance and responses

Once final invites are sent, acceptance statuses (Needs action, Accepted, Tentative, Declined) update in the attendee list.

Role guidance

Chair: Sets agenda direction, approves minutes, and leads votes.
Member: Participates in approvals, quorum calculations, and feedback.
Secretary: Owns minutes publication and document accuracy.
Observer: Receives materials without voting rights or approvals.

Common pitfalls to avoid

Assign Observer when someone should not be part of approvals.
Confirm the invitee signs in with the same email used for the invitation.
Keep agenda owners separate from final approval roles when possible.