trine Help

Meeting types, templates and access

Configure meeting types, their templates, and who can view or edit them.

Who can use it: care-home managers and administrators.

Where to find it

Open Settings → Meetings, or the gear on the Meetings page.

Meetings settings: meeting types (Director's Report, Governance, Management, Residents / Relatives, Staff) with Add type, and the templates

How to

  1. Review the meeting types — the system types are Director's Report, Governance, Management, Residents / Relatives and Staff. + Add type adds your own; archive types you don't use.
  2. Set access rules per type — who can read and who can write, by role or named user.
  3. Manage each type's templates: copy from the library, edit questions and sections, and choose the default.
  4. Manage the per-template QR codes for no-login public minute submission.

What to expect

Access rules control who sees and edits each meeting type. Rotating a QR code invalidates the old printout immediately.

Related: Meetings and governance

← Back to Account & support

Need more help? Email [email protected].