Designating a chairperson for a BoardEffect workroom

You can designate a chairperson within each workroom. While the chairperson's permissions and settings do not change, they are recognized as a significant contributor to the workroom.

  1. To view your active workrooms and workgroups, select Site Settings , and then select Manage Workrooms and Groups.

  2. To expand a workroom section, select the workroom name.

  3. Move down the page to view the Workroom Members.

  4. To designate a chairperson, select the arrow next to the user's name, and then select Make Chair from the menu.

  5. The chairperson has a gavel icon next to their name.