Settings

In simple words

Settings is part of Team Chat. Roles, retention and permissions. This guide takes you through it in 5 short steps.

Where it fits in your work — Announce. Company-wide posts with read tracking.

Before you start

• You need to be signed in to your company's workspace. Team Chat appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Settings belongs to Control in Team Chat. Roles, retention and permissions.

Step by step

1. 1

   Step 1

   Open Team Chat

   Sign in and open the Team Chat panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Settings”

   In the left menu, click “Settings”. The “Settings” screen opens.

3. 3

   Step 3

   Narrow the list

   Use these filters to see only what you want:

   • Display name
   • Default status when you sign in
   • Play a sound for new messages and mentions
4. 4

   Step 4

   Other actions on this screen

   You will also see these buttons:

   • Save changes
5. 5

   Step 5

   Done

   Roles, retention and permissions.

Tips

• You can use more than one filter together (Display name, Default status when you sign in, Play a sound for new messages and mentions) to see exactly the records you want.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Team Chat → Open “Settings” → Narrow the list → Other actions on this screen → Done

What it connects to

• Projects

  A channel for every project.

• Workspace

  Workflow results can post into a channel.

• HR & Payroll

  Company announcements for all staff.

What you will see on this screen

These are the parts of the Settings screen, exactly as they appear in the product.

Why use Team Chat

Team Chat replaces team chat & meeting software, on the same login and the same data.

• Conversations stay next to the project or record they are about
• Company announcements with proof they were read
• No separate chat subscription or login
• Workflow results can post straight into a channel

Who uses Team Chat

• Every employee

  Chat, share files and join meetings.

• Team leads

  Run team and project channels.

• Management

  Post announcements and see that they were read.

• Administrators

  Set roles and retention.

More in Control