Step-by-Step Instructions
1. Click on the Messages tab
This opens the messaging center where all conversations are managed.
2. Click the pencil icon and select Start a Channel
This will begin the process of creating a new group conversation.
3. Name your channel
Choose a clear, descriptive name that reflects the group’s purpose (e.g., "Evening Care Team" or "Med Techs").
4. Select channel members
You can:
Type in a staff member’s name or phone number and check the box next to their name, or
Use filters to narrow down by Department, Position, or Working Today status.
Once filtered, you can quickly Select All to add multiple members at once.
5. Type your message and send
This will start the conversation in the newly created channel.
Channel Settings
At the top right of any channel, you’ll see the Settings button (gear icon). From here, you can manage how the channel operates. You’ll have the following options:
Add People
Invite additional team members to the channel at any time.Rename Channel
Update the channel name to better reflect its purpose or audience.Control Audience
Choose which employee positions should be automatically added to or removed from the channel as they join the community. This ensures the right people are always included.Permissions
Decide who can send messages in the channel:Everyone can message: All members can send and receive messages.
Admin-Only: Only admins can post; all others can read messages but not respond.
Archive Channel
Admins and channel creators can archive the channel. Archived channels are removed from the side navigation but can still be found via search if needed later.Leave Channel
You can choose to leave the channel if you no longer need to send or receive messages there.
Star Important Channels
To quickly access key conversations:
Click the star icon in the top right corner of a channel.
Starred channels will appear under a new "Starred" section at the top of your message list on the left-hand side.
