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.

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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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