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Creating a committee

Creating and deleting committees/groups and tracking membership

Hannah Goode avatar
Written by Hannah Goode
Updated this week

Only admins can set up a new committee and assign users to the committee.

They can then assign a user as admin of the committee (this is different to being admin of the account). The committee admin can then add / remove users from the committee and restrict folders to this committee.


To create a new committee

To set up a new committee you'll need to:

  • Go to the Governing Board tab

  • Select the Committees tab

  • Click on the + Add new committee button

A new box will appear.

  • Type the name of the new committee into the Committee name box

  • Select Add

To add a member to a committee or group

To add a member, click on the arrow next to the committee and select the Add members option.
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A new box will appear.

  • Click on the arrow to view the list of users on the account

  • Select the names of the users who need to be added to the committee

  • Click the Assign button


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Once added, their names will appear under the committee with a three dot menu next to each name.

Clicking on that three dot menu will give you the option to set the Chair, Vice Chair, Admin etc. for this committee.

Remember that in order to be able to restrict documents to this committee you will need to make yourself admin of the committee.

To remove a member

You can use this same three dot menu shown above to remove a member from the committee. Click on the Remove member from committee option.

To delete a committee

Deleting a committee will also delete any folders that are restricted to this committee. You'll need to un-restrict any restricted folders before removing the committee.

Once you have the documents you need or have un-restricted the folder, to remove the committee:

  • Select the red Remove committee button

  • You'll be alerted that removing the committee will remove any restricted folders assigned to this committee. If you have un-restricted these folders or have what you need, click Remove.

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