Connecteam's Chat is your all-in-one solution for efficient team communication. Share media, and files, and connect to any feature in the system - making it incredibly easy for your team to stay in touch, no matter where they are.
The Team Chats and Channels tab is your central hub for managing team communication. As a manager when your teams and projects change, you can easily update who's in the chat, adjust permissions, and rename conversations to keep everything running smoothly.
In this article, we will cover:
Accessing the Manage Team Chats and Channels Tab
To access the Manage Team Chats and Channels tab navigate to the Chat on the left sidebar and click on the Manage Chats and Channels tab in the upper right-hand corner.
How to Assign Admins to The Team Chats and Channels
Here are the steps for assigning admins to a group chat or channel:
Start by locating the Admin Permissions at the top of the Manage Teams and Channels tab.
Here you'll be able to decide if all new admins should automatically be added to this feature and/or if admins should be able to add other admins to the feature. Toggle on or off the options that fit your company's needs.
Finally, to add an admin simply select them from the drop-down list. Next to their name, you will be able to set their specific permissions.
Please note: All owners and admins of the chat can edit all team chats and channels, regardless of whether they are participants.
How to Edit Team Chats/Channels
Chats or channels can be assigned based on Smart Groups, selected users, or a combination of both, and what can be edited will depend on how it is assigned. This includes updating participants, modifying settings, or adjusting assignments.
To edit any team chats/channels you will need to enter the Chat from your sidebar and click on the Manage Teams and Channels tab. From here you can click on the Edit button next to the relevant chat and make any necessary changes.
To read more about how to create team chats, click here.
Editing Team Chat/Channel Based on Smart Groups Assignment
Since the team chat/channel is based on smart groups employees will automatically be added or deleted based on the smart group rules. The admins are the same admins who administrate the smart group assigned to the chat, and no admins can be added to the chat after it has been created.
What you can edit are the assignments:
Re-assign the team chat/channel to a different smart group, or add another smart group.
Re-assign the team chat/channel using the select user's option.
Re-assign the team chat/channel to include the smart groups & selected users option.
Please note that if an admin is not part of the selected group, they will not be able to participate in or view the conversations. However, they will still retain the ability to manage the team chat, and a pop-up message will appear in the settings while assigning the team chat to notify you of this limitation.
💡Tip: If you need an admin to be included in a chat but they’re not part of the Smart Group, you can either use the Smart Group and select the user assignment described below, or simply add them to the Smart Group.
Editing Team Chat/Channel Based on Selected User Assignment
If you base the team chat or channel on selected users, simply click the Edit button for the chat. As explained above, you can select the users you want to include, assign an admin for the chat, add or delete team members, and assign additional admins as needed.
Editing Team Chat/Channel Based on both Smart Groups and Selected User Assignment
Keep in mind that once Smart Groups are assigned, employees will automatically be added or removed based on the Smart Group rules. If you are creating a team chat or channel based on a Smart Group and need to include a user who is not part of that group, you also have the option to manually add selected users.
In our example below, we are adding the "Sofa Cleaners," "Floor Cleaners," and the "New Jersey Branch" Smart Groups to the Target Paramus Commercial Cleaning Project. We also added the user "Henry Caffarrena" manually since he is a project manager and is not included in any of the Smart Groups mentioned above.
Additional Resources
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