1:1 Meeting - Limited Visibility

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1

Is it possible to setup meetings in a fashion that would allow for 1:1 meetings where the meeting is only visible to the two individuals in the meeting and not anyone else? For example, I have two direct reports and meet with each of them weekly. I want to be able to collaborate on the agenda and notes with each of them individually, but I wouldn’t want them to see each other’s meetings because there could be performance related discussions.

I’ve looked through the documentation and tried a few things out but couldn’t find a way to make this happen.

2

Not at the moment, but it should be possible after the new entity-level permissions are implemented (no date yet though).

3

Until new permissions model is rolled out, you could consider granting access to a meeting entity via external sharing, i.e. provide them a url to see what’s been written for their specific meeting.
Read-only though unfortunately.

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4

Now that we have automatic access for linked users, it should be easy.

There are even two options based on how your workspace is set up.

If you have a direct relation between Meeting and User DBs, enable one toggle and you are good to go:

automatic-access-1-1-report

If you have a separate Employee DB connected to Meeting, I’d recommend automatically sharing everything related to an Employee with them:

  1. Connect Employee and User DB with a one-to-one relation
  2. Enable the toggle for this relation

Here’s a short video:

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