Before proposing an agreement, you’ll be prompted to invite teammates to participate in the decision-making process. Each individual or group you invite may participate as a Decider, Advisor, or Observer.
To set a participant’s role type:
- Click "Propose."
- Search for individuals or groups and select desired participants.
- Click the participant dropdown menu to add a role type for the selected participants.
- Before sharing your proposal, you can change a participant’s role type by clicking the dropdown next to their name, then selecting a different role type. At this time, there is no way to change a participant’s role type after your proposal has been shared.
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