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Settings: How do I change an Active Workroom to a Records Workroom?

To change an unrelated Active Workroom to a  Records Workroom.  Workroom Administrators open Workroom by clicking on workroom. Select th...

To change an unrelated Active Workroom to a Records Workroom.

  • Workroom Administrators open Workroom by clicking on workroom.

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  • Select the Settings Tab and under PERMISSION SETTINGS>RECORDS WORKROOM the default is "Not a Records Workroom"

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  • Switch the toggle and a confirmation message will appear.

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  • Click Confirm button

  • Pop-up will appear on the bottom left-hand side once workroom is converted to a Record.

  • The workroom is now a Records-type workroom and includes the Related tab.

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