Engage Users and Roles

Engage has several different types of users, each of them with unique roles and responsibilities:

• Administrator
• Manages Engage licenses for users
• Uses the Engage Meeting Administration tab to create user groups and configure settings for those groups
• Manages the Attendance Report Process
• Meeting Host
• CRM user
• Requires an Engage License
• Responsible for scheduling the meeting and inviting attendees
• Starts and hosts Engage meetings with attendees
• Shares appropriate CLM content with attendees
• Booking Agent
• CRM user
• Does not require an Engage License
• Responsible for scheduling the meeting on behalf of the meeting host
• Sends invitations to attendees or creates a task for the meeting host to do so
• Does not host Engage meetings
• Attendee
• Joins the Engage meeting via the Engage Web Client or one of the Engage Attendee apps