1. Open team settings
Navigate to Settings → Team to manage board and exec membership.
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.
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 at a glance
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.