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Manage Team chats

Team chat is ideal for complex and in-depth conversations between team members. To keep communication efficient and organized, you can create channels, invite team members, and manage messages as needed.

Crear canales

Each team member can create new channels and comment on the existing ones if they are participants. Within one firm can be created up to 500 channels.

By default, the  #general channel is already created for each firm. You can use it for firm-wide announcements or delete it . You can also create your own chats that are visible to all team members. 

Para crear un nuevo canal:

  1. Navigate to Team chat from the sidebar menu.

  2. Click Add channel and select Add new channel.

  3. In the channel creation sidebar, fill in the following fields:

  • Channel name. Name the channel briefly to reflect the main idea and confirm creation. The name should be unique: two or more channels cannot have the same name.
  • Description. Describe a channel so its purpose is visible to anyone joining it.
  • Visibility. Select Public or Private. If you create a public channel, anyone can join it from the channel list. If you create a private channel, only invited team members, firm owners and admins can see and join it. If team members leave a private channel, they won’t see its messages anymore, and they’ll need to be invited to rejoin. You won’t be able to change the channel visibility after you create it.
  • Participants. Select team members to invite to the channel right away. You’ll also be able to do it any time later.
  1. Click Create channel.

    Your channels are displayed in alphabetical order: A → Z.  Private chats are marked with the lock sign, pubic channels — with # sign.

Para crear un nuevo canal:

  1. In the Team tab, select Add channel, or tap the + button at the bottom right corner and select Channel.
  1. Enter the channel name and tap Next.

  2. Choose the channel visibility: Public or Private channel. Public channels are open for anyone to join from the channel list. Private channels are visible only to invited team members, firm owners, and admins. If a member leaves a private channel, they lose access and must be re-invited. Channel visibility cannot be changed after creation.

  3. Tap Create.

  4. Add participants to the channel by checking the boxes next to their names, then tap Add.

Invite team members to channels

To let your team member join a channel:

  1. Navigate to the channel you need.

  2. Click three dots at the top right and select Edit channel.

  3. Add your team member’s name to the Participants field and click Save.

To add a team member to a channel:

  1. Navigate to the channel.

  2. Tap Add participants.

  3. Check the box next to their name, then tap Add.

Editar canales

Para editar cualquier detalle del canal, excepto la Visibilidad, haz clic en los tres puntos de la parte superior derecha y selecciona Editar canal.

To edit channel name and description:

  1. Navigate to the channel.

  2. Click three dots in the top right corner and select Edit channel.

Borrar canales

icono de nota

Nota

Only firm owners and admins can delete channels.

Para borrar un canal:

  1. Select the channel you want to delete.

  2. Click three dots next to the channel name and confirm deletion.

Para borrar un canal:

  1. Open the channel you want to delete.

  2. Click three dots in the top right corner and select Delete channel.

Delete messages posted by team members

As a firm owner or admin, you can delete messages posted by other team members if you find the content inappropriate or no longer relevant. To do this, click three dots at the top-right corner of the message, then click Delete.

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