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Create role-based chat groups

Role-based groups have their unique benefits. Members of role-based groups are invited and moved out dynamically as their current assigned roles.

  • Desktop & Tablet
  • Mobile
  1. Click the Chat icon on the core navigation bar.
  2. Click the People with plus sign icon at the top right corner of the screen.
  3. Click Create new group.
  4. Name the group and click Add member.
  5. You will be brought to the Add member screen. Click the Role list tab, select the roles to invite to the group and click Invite.
  6. Review the selected roles and click Create.
  7. The users with the selected roles will be invited to be the group members.
  1. Tap the Chat icon on the core navigation bar.
  2. Tap the People with plus sign icon at the top right corner of the screen.
  3. Tap Create new group.
  4. Name the group and tap Add member.
  5. You will be brought to the Add member screen. Tap the Role list tab, select the roles to invite to the group and tap Invite.
  6. Review the selected roles and tap Create.
  7. The users with the selected roles will be invited to be the group members.