Create and manage a Room

Create a Room

Rooms are persistent project or client workspaces. A Room combines scoped members, external guests, controlled content, conversation, activity, policies, and a polished recipient presentation without granting general Drive access.

1. 1

   Open Rooms and select New room.

2. 2

   Enter a durable project/client name and description.

3. 3

   Start as a draft while content and access are being prepared.

4. 4

   Configure available security and lifecycle settings.

5. 5

   Activate only after checking external visibility.

Manage Room lifecycle

Draft Rooms are prepared privately. Active Rooms permit access according to membership and guest policy. Archived Rooms become read-only historical records. Start dates, expiration, revocation, and scheduled automation are enforced server-side.

• Use draft for setup.
• Use active only after external content has been reviewed.
• Archive completed engagements.
• Clone or template structure instead of reopening an unrelated archived Room.