FAQ: Envoy™ Chat

How do I set up a Project Channel for Envoy Chat?

Project Channels can be set up a two different ways:

  • From within the Project: Navigate to the desired Project and click the Communication tab, which will immediately open the Project Channel category. If no Project Channel has been created yet, you can click the "Click here" text which will open the Create Channel window where you can fill out the desired details and create your new Project Channel. Project Channels include all Company Users on the Project Team by default. 
  • From Envoy Chat: Open the Envoy Chat list, select the create icon create-01 at the top of the list, and choose the "Create Channel" option. From here you can fill out the new Channel's Name and link to the desired Project. Once you have selected to link to the desired Project, the option to make the Channel private will be removed as Project Channels include all Company Users on the Project Team by default and cannot be made private. Please note that only Projects that do not have existing Project Channels will appear in the "Link with Project" dropdown list.

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