Our chat is a great way to communicate with your workforce. It's easy and instant! The Chat Settings allow you to decide how users can connect on the chat and guarantee that you stay on top of your main communication tool like never before.

In this article, we will go over:

Now let's get started! First, let's activate the Chat from the LaunchPad.

Activating Your Company Chat

To activate the chat simply go to Launchpad on the left sidebar Company Chat, once inside simply click on the Activate Chat button. Now, the chat is available in the app and on the desktop for mobile users and admins.

How to Find Your Chat Settings

Next, let's navigate to the Chat Settings. Enter the Chat, to the options tab, and select Settings.

Once inside the settings, there are 2 main categories of settings such as Chat permissions and Sharing Permissions which have different options inside.

From the All users permissions, Admins permissions, Team Chat permissions, and Sharing Settings.

Let's go over these different options!

Chat Permissions

The first settings we will go over are the chat permissions. There are three types of these : All Users Permissions, Admin Permissions, and Team Chat Permissions.

All Users Permissions

The All users permissions allow admins to choose whether mobile users are able to create chats, or not, or whether they can only start chats with other users who meet specific criteria. Below we will go over the different options.

Users can start a chat conversation with anyone: This allows mobile users to start a chat with anyone.

Users can't start chat conversations with other users: by choosing this option, a mobile user will not be able to start a chat with anyone, or unless the user meets certain criteria. Here you have two options:

  • Option 1: Unless they have the same - Here you can choose from the dropdown criteria that the other user needs to match in order for them to be able to chat, for example, position. This corresponds to the Custom fields selected in their user profile. When using this option users will only be allowed to chat with those who have the same custom fields that do.

For example: if we have a restaurant with positions such as waiters, hostesses, cooks, etc. when using this chat setting then waiters can only chat with other waiters, hostesses with other hostesses, cooks with other cooks, and nobody else. Take a look at how this looks below.

Pro tip: This only applies to Custom Fields that are created as drop-downs in the User Profile. Take a look at our Drop Down Custom Fields article to learn more about this.

  • Option 2: Unless those other users are - Here you can choose not to allow your users to chat with anyone except select users that you choose.

For example: you may choose to allow them to start chats only with the person who is their manager. Take a look at how this looks below.

Users can never start conversations with: This option allows you to Select Users who users will never be able to start conversations with. For example, this might be your CEO, Payroll Manager, or anyone else who you don't want users to start chats with.

Pro Tip: These settings and options mentioned aren't exclusive, meaning you can use more than one of the chat settings at the same time, fully customizing your company's chat experience.

Admins Permissions

The Admins permissions will allow the Owner to control whether admins will be allowed to chat with anyone in the company or just the smart groups they are in charge of.

Admins can start conversations with anyone: This allows the admins to be able to start a chat with anyone from the company, whether they are part of their smart group or not.

Admins can start a conversation with only the users part of their smart group

This allows the admins to be able to get in contact with only the users who they are admins for.

Team Chat Permissions

The mobile users' teams options allow admins to decide whether or not users can create team chats, or to specify exceptions to the general rule they choose to set.

Users Can Create Teams: This allows users to create teams, except for select users that you choose who can not. In the example below you call see I allow all my users but one to create teams.

Users Can Not Create Teams: This option will not all users to create a team except for the select users you set.

In the example below you can see that no users can create teams, except one.

Sharing Permissions

The default sharing permissions which is available in the Advanced Communication plan, enables you as an admin to set limitations on if users are able to share images and videos from on chat to another inside the company app, or if users can share content to other platforms (for example Facebook or Whatsapp).

The default settings are:

  • Users can forward messages and file attachments to other group chats and private conversations within the app: this means users can share content from one team chat to another one inside the app.

  • Users can share file attachments outside the app: this means that users can share content from the platform with other apps, for example, WhatsApp, Facebook, Gmail, etc.

  • User can download and save images shared in chat conversations: which means that users will be able to download and save the images that are shared onto their device.

If you do not want users to share content with other teams inside the chat, or share content outside of your app, you can toggle off these settings. You can see how this looks below.

Manage Chat Notifications

To mute all chat notifications, click on Options at the top of the screen, and choose settings.

Click on Notifications from the left sidebar

Toggle off the option to play sounds for incoming messages (to unmute notifications follow the same steps) and click save changes on the bottom right corner of the screen.

Pro tip: If you don't want to mute all incoming messages but would like to mute notifications for a single chat this can be done. Simply click the three dots to the right of the chat. Then click mute notifications.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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