Manage Workrooms and Groups

You can view active workrooms, create new ones, and set permissions in the workroom and Group Settings page. Your organization's Meeting Books, Events, and documents are saved in workrooms.

  1. On the BoardEffect home page, on the left-side Navigation Bar, select Site Settings .

  2. Select Manage Workrooms and Groups from the list of options.

  3. To add a new workroom, select Add New on the top right, and then select New Workroom from the menu

  4. To view active workrooms, select the Active Workrooms tab.

  5. To change the order of your workrooms, select and hold the Menu icon on the left side of the workroom name, and then move it above or below an existing workroom.

  6. You can expand the workroom section to see more details, such as the workroom administrators and members.

  7. To view the workroom settings, select the arrow on the right of the workroom name, and then select Settings from the menu.

  8. Select the Active Workgroups tab view your current workgroups.

  9. To view a list of workrooms that are deactivated, select Deactivated Workrooms.