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Manage your Team Chats

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Add and Remove Employees from Chats on the Web Dashboard

  1. Log on to the Web Dashboard. Once signed in, click on the chat icon in the bottom left of your screen:
  1. Locate and select your desired chat from the left sidebar.
  2. Once on the chat’s page, click on Options button in the top right corner > select View Employees:
  1. This will prompt the following modal to appear:
  1. Here, you can add employees by searching their names in the search bar and clicking Return. You can also remove employees by clicking on the Remove button to the right of any listed employee:
  1. Once you have finished making your desired modifications to the employee chat participants, click Save:

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Add and Remove Employees on the Hub App

  1. Click on the Messages tab at the very bottom of the screen:
  1. Once on this page, click on the icons in the top right of the screen:
  1. From here, click on the Edit button in the top right corner:
  1. To add new employees to the chat, click on the + icon in the top right corner. To remove an employee from the conversation, click on the trash icon to the right of any listed employee:
  1. You can also quickly edit the members within the conversation from the Auto-Rules section at the top of the screen:

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Leave an Employee Chat from the Web Dashboard

  1. Log on to the Web Dashboard. Once signed in, click on the chat icon in the bottom left of your screen:
  1. Locate and select your desired chat from the left sidebar.
  2. Once on the chat’s page, click on Options button in the top right corner > select Leave Chat:
  1. This will prompt a pop-up to appear. To confirm that you would like to leave that employee chat, click Confirm:

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Leave an Employee Chat from the Hub App

  1. Click on the Messages tab at the very bottom of the screen:
  1. Once on this page, click on the icons in the top right of the screen:
  1. From here, click on the Leave button in the bottom right of the page:
  1. This will prompt a pop-up to appear. To confirm that you would like to leave that employee chat, click Confirm:

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