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How to create and manage a Group chat

Updated over 2 weeks ago

🔔 Groups can be created only for direct messaging, not in the Workspace or SMS.

Create a Group

To create a new group chat:

  1. Go to the Messaging module.
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  2. Open the "My Messages" tab on the left side.
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  3. Click the messaging icon and select 'Create new group'.
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  4. In the pop-up window, enter a group name and optional photo.
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  5. Add participants to the group using the checkboxes.
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  6. Click the SAVE button at the bottom.
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The group will now appear under 'My Messages' and you will be able to start messaging in the main window right away.

Edit a Group

To edit an existing group chat information:

  1. Go to the Messaging module.
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  2. Open the "My Messages" tab on the left side.
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  3. In the chat list, find the group you want to edit and click on it to open it.
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  4. At the top right, click the three-dot icon and select 'Group settings'.
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  5. In the pop-up window, make the changes you need.
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  6. Click SAVE to apply your changes.
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Add admin rights or remove participants

To change roles in a group chat:

  1. In the Messaging module.
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  2. Open the My Messages tab on the left side.
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  3. In the chat list, find the group you want to edit and click on it to open it.
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  4. At the top right, click the information icon to view the participant list.
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  5. Hover your cursor over a participant to reveal a drop down menu.
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  6. Click on it and select one of the options - 'Add admin rights' / 'Remove admin rights' or 'Remove from chat'.
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🚨 You cannot remove the current admin until you assign at least one other admin.

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