Managing committees

As a Contacts Admin, you can manage committees across your entire site. This topic explains how to create, edit, sort, and delete committees.

  1. Select Site Management on the main Navigation panel.

  2. Select Site.

  3. Select the Manage committees tab.

    Note

    If the Manage committees tab is not visible, it may not be enabled for your site or your account. Contact your Customer Success Manager for assistance.

  4. A list of the committees currently available in your site appears. To sort the descriptive names alphabetically, select Display committees alphabetically.

  5. You can also move a committee higher or lower on the list. Hover over the committee's row, select the Drag icon , move it to the new position, and release the mouse button.

    Note

    If you change the order of committees in the Site Management hub, users will view the new committee display order across all Boards apps.

  6. To create a new committee, select Create committee. A window appears.

    Note

    If the number of licensed committees for your site is at or beyond capacity, an error message will display. To increase the number of committees, contact your Customer Success Manager.

  7. Enter the Descriptive name and the Short name for the new committee, and select Save.

  8. To edit a committee's name, select Edit and update as required.

  9. To delete a committee, select Delete.

    Users will no longer be able to access any books, files, or folders that are only saved within the committee you're about to delete.

  10. To proceed, enter the Short name of the committee, and then select Delete.