Welcome to ThoughtExchange Rooms!
As a Room Admin there are a wide range of abilities and tools at your disposal to help everyone in your organization get the most out of ThoughtExchange. This article will be your guide to wielding your new-found power!
Accessing Your Room(s)
When you login to the software at my.thoughtexchange.com you can access your rooms my clicking the menu in the top left-hand corner and selecting Lead.
If your email address is linked to one customer account, you will be taken right into a menu of the Rooms available for you to manage. If you are linked to more than one customer account, you may need to select the organization whose Rooms you want to access. Once you have navigated to the SELECT ROOM menu (according to the blue bar at the top of the screen) simply click the Room in which you want to work!
Navigating the Tabs
When you have made your way into a Room you will see four tabs just below the blue bar at the top of the screen. The first three tabs allow you to see the exchanges that your leaders have created, organized based on their stage: Draft, Active, or Complete.
As a Room Admin, you can see view every exchange. By clicking the three dots icon in the top right hand corner of each exchange you explore a number of options depending on the exchange type.
For exchanges your Leaders have created you will be able to:
- Manage - edit the exchange if you are also a leader in the Room.
- Participate - share your thoughts and provide ratings.
- Delete - entirely delete the exchange (this is only possible for exchanges with no participation)
- Switch - change the Leader to someone else working in the Room.
- Move - move the exchange to a different Room (if one is available).
Managing Your Room
The fourth tab to the right of Draft, Active, and Complete is where you can conduct some of your most important work as Room Admin. This is the place where you can change the name of the Room you are in (by clicking the grey pencil icon next to the Room’s current name) and add, move, or remove Leaders.
To add a leader simply click the + Add icon and enter their email address. To manage access for any of your current Leaders, click the three dots icon to the right of their name. This will give you the option to Move them to another room (if one is available) or Remove them from the Room you are working in. NOTE: If you move a Leader to another Room, all of the exchanges in your current Room that they are the Leader of will move with them.
Have questions? We’re happy to help you make the most of your Rooms. If you are unsure about anything as a Room Admin, don’t hesitate to reach out with questions or to get a walkthrough of these features from one of our amazing staff!