Office chat settings and permissions

Office chat is off for every company until an administrator switches it on. It is included in your plan.

Switch it on

1. 1Go to Settings › Communication › Office chat.
2. 2Turn on Office chat.
3. 3Press Save.

Within a minute everyone in your office sees the chat bubble in their top bar. Turning it on also makes the automatic groups: one for each branch with all its office people, and All branches when you have more than one branch. New office people join them by themselves, and people who leave are taken out (their messages stay).

Only an administrator can change these settings.

Keep messages for

Messages are kept 1 year. You can keep them for less — 30 days, 90 days or 6 months — but not longer. Older messages are deleted every night. Photos and files are always kept 30 days.

The two permissions

On a person's Permissions tab (Users & permissions › Users › the person › Permissions), under Office chat:

• Chat with other branches — with several branches, people chat with the office people of their own branches. With this one they can start a chat with anyone in any branch.
• Create groups — making groups and adding people to them.

A group with people from different branches needs both. Administrators always have both. With only one location, everyone chats with everyone.

Who is in it

Office people only — never your crews and never your customers. People who are switched off on the team are taken out of groups; their one-on-one chats can still be read.