Academy

Start a channel or a direct message

Create a shared channel for a group, or chat privately with one person.

Team Room 6 steps 1:00 video Team Room - User
Where to find it Team Room

Steps

  1. Open Team Room. Channels are on the left, and direct messages are listed below them.
  2. Click the + next to Channels.
  3. Type a Channel name. Choose Public (anyone in the company can join) or Private (invite-only). Click Create.
  4. Write a message at the bottom and click Send.
  5. For a private chat, click the + next to Direct Messages and pick a person. You can search by name.
  6. Type your message and click Send. The conversation stays under Direct Messages.

Tip

Open a channel and click Members to see who is in it. A manager can add people there, or remove them.

Note

The chat icon at the top of every screen opens your messages without leaving the page you are working on.

What happens next

Put the real invoice or customer in the conversation: share an invoice, order or customer in a chat.

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