Team Messenger: Channels and Direct Messages

3 min read

Channels, private channels and direct messages for your team, and who can manage them.

Team Messenger is your team’s own chat: channels for topics and direct messages between two people. Clients never see it.

Overview

This guide covers channels, direct messages and who can manage them. Sending, replying and attaching files are in Sending Messages in Team Messenger.

Who Can Access

Agency AdminTeam Member

Team members need View Messenger to see it. Creating channels, starting direct messages and managing channels each have their own box. Team Messenger is on every plan.

Step-by-Step Guide

  1. Open Team Messenger

    Click Team Messenger in the sidebar. The left side lists Channels and Direct Messages. A number shows unread messages.

    Team Messenger with channels, direct messages and the #general conversation
  2. Create a channel

    Click + next to Channels. Enter a Channel name, tick Make this channel private if only invited people should see it, choose members and click Create Channel.

    Create Channel window with name, private option and members
  3. Start a direct message

    Every teammate is listed under Direct Messages. Click a name to start. Use Pin to top to keep someone at the top; only you see your pins.

  4. Manage a channel

    In the channel header, use the members, edit and delete buttons. Removing a member keeps them out until someone adds them back.

Channel Types

TypeWho sees it
#generalEveryone. It is created for you and can’t be deleted.
PublicEveryone can find it. Opening it adds you as a member.
PrivateOnly its members.
DirectThe two people in it.

Who Can Change What

  • Renaming or deleting a channel needs Manage Channels. Creating it isn’t enough.
  • Adding or removing members: the channel creator, the agency admin, or Manage Channels.
  • The creator can’t be removed from their own channel.
  • Deleting a channel removes all its messages for good.

Frequently Asked Questions

Can clients or remote members see it?⌄
Clients never do. Remote members can, if their remote role allows Team Messenger.
Where is Live Chat?⌄
Live Chat is a separate page for talking to clients.