Chat channels help Team Members collaborate in shared conversation spaces organized by topic, team, or project. Use channel settings to keep conversations organized and ensure the right Team Members have access to the right discussions.
Requirements and notes
Review these requirements before creating or managing chat channels.
- Only Administrators can create chat channels.
- Only Administrators with permission to manage chat channels can update channel settings or membership.
- Some options may vary depending on whether the channel is public or private.
- Changes to a channel apply to all members who have access to that channel.
Access Chat Channels
All users can access Channels in the Interaction tab of the Sync platform. Channels can be open to everyone or private, with invitation-only access.
Start a new chat channel
Only Admins can start new Channels. From the browser or desktop app:
- Opening the Interactions tab in your desktop or browser app.
- Within the Interactions tab, click the Channels drop-down.
- Click # New Channel to open a popup configruation menu.
- Name the new channel something unique and memorable.
- (Optional) Set the channel to private, invite-only membership.
- Click Create.
Success: New Channel Created
You will be prompted to invite channel members, with the option to skip for now.
Add members to a channel
Add Team Members to a channel when more people need access to the conversation.
- Open the channel you want to manage.
- Select Add Members.
- Search for the Team Members you want to add.
- Select each Team Member.
- Select Add.
Edit channel details
You can update the channel name and description from the channel information panel. Keeping this information up to date helps Team Members understand the channel's purpose.
- Open the channel you want to edit.
- In the middle conversation panel, under About, select the edit icon next to the channel name or description.
- In the right configuration panel (usually the dialer panel), enter the new channel name or description.
- Save your changes.
The right panel shows channel details, including the channel name, description, member count, and channel manager. You can also delete a channel from this menu. Changes to the channel name or description are visible to all channel members immediately after you save.
Delete a channel
Administrators can delete channels that are no longer needed.
- Open the channel you want to delete.
- In the right-side panel, scroll down and select Delete channel.
- Confirm the deletion.
Important: Deleting a channel permanently removes the channel and its message history.