You have just created your Teamwork Chat account for your company, so let's get you set up so you can communicate with your team!

We're here to help you streamline your team communication and take collaboration to a whole new level. 

Instantly connect with your team members to ensure all of your important work gets covered.
◑  Configuring your user profile
◑  Customizing your notification preferences
◑  Managing users
◑  Understanding conversations and channels
◑  Creating a conversation or channel
◑  Starring conversations and channels

Configuring your user profile

Adding a profile photo along with your personal details will personalize your profile and help your team connect with you.

Click your profile avatar in the top right of your Teamwork Chat account and select Profile from the dropdown menu.

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This will redirect you to the settings area where you will be able to add your personal information.

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Select the Upload new button to add a custom profile photo to Chat. This photo can be a GIF, PNG, or JPG file.

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The selected photo will automatically be resized to a height and width of 200px. Alternatively, select the Take a photo option to open your camera.

Your personal details can also be added here, including:

  • Name
  • Title - your role in the company.
  • Handle - the @mention command other users would use to message you.
  • Mobile
  • Website
  • Social channels
Once you are happy with your profile information, click Save at the bottom of the page. 

Customizing your notification preferences

In your profile settings, you also have access to a Notifications tab where you can customize which types of messages you want to receive notifications for.

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Let's take a look at the options you have available and what these can do for you:

Notification Options
All Messages
Receive notifications for any message that is posted to a conversation or channel you are a member off.
All mentions @handle @all, @online
Receive notifications when an @command is used.
Only @handle mentions
Receive notifications when another user mentions you in a conversation or channel.
No messages
Disable all notifications.
Set notifications for specific channels
Customize notifications for each individual channel you are in.
Notification sounds
Toggle off to mute the sound alert on all messages received from other users. Desktop notifications will still be sent, minus the sound.
Email notifications
Receive email notifications for messages via email when marked away and not active in Chat.
Send email or push notifications when online
Disabling will mute the sound alert on all messages received from other users. Desktop notifications will still be sent however sound alerts will become muted.
Notification sound
Choose a custom notification sound for alerts received from Teamwork Chat

When you select the Set notifications for specific channels option, a new window will pop up allowing you to customize your preferences on an individual channel basis.

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At the top of the window, you can search existing channels, filter to certain channel types, or show only channels with custom settings.

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Managing users

Now that you have customized your profile and notifications, let's take a look at adding the relevant people.

You can easily view the current list of users on your site via the People area.

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To manage users and their permissions, click your profile avatar and choose Users from the Admin section of the dropdown menu.

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In the Admin area, you can invite new users as well as manage existing people on the site. The options menu to the right of each user gives you options to change the user's role permissions or delete the user.

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There are three user roles available in Teamwork Chat:

  • Guest users - restricted user type that cannot create or initiate conversations themselves. They are also limited in some of the features they can use.
  • Standard users - main user type that allows creation of conversations and channels and interaction with other users.
  • Administrators - have full access to settings within Teamwork Chat and can perform all common actions as well as admin-only options such as managing users, incoming hooks, and subscription.

Understanding conversations and channels

Now that you know how people can be added to your site, let's explore conversations and channels so you can start interacting with your team!

Most often, you will use conversations for direct one-to-one communications with another user. They can also be used for quick interactions with one or multiple people. An example of this would be checking in with your team about where to go for lunch.

Channels are designed to be used over an extended period of time - a central location for an ongoing topic of discussion. Once you turn a conversation into a channel by giving it a title, you give it more significance.

For example, you might create channels for each team in your company so they have a place to discuss important issues on a regular basis. You could also create a channel for something like company events.

Creating a conversation
To create a conversation, click the + button in the top right of your site and select Add conversation  from the quick add menu.

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You can then create a conversation with one or more users by using their Teamwork Chat handles.

Typing @ will open a list of available users you can interact with. Start typing immediately after the @ to refine the list and find the relevant team member.

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When you mention multiple people, a conversation will be created with those selected users.

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Once you have typed your message, click the send arrow to the right of the message field or press Enter on your keyboard.

You can also create new conversations using the icon at the top of your Recent conversations sidebar in the Home area of your Teamwork Chat site.

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Alternatively, clicking a user's name in the site-level People area will open a direct conversation with that person.

Creating a channel
The quick add menu at the top of your site also includes an option to Add channel.

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Using channels, you can give your discussion a meaningful name so that your team members can easily find and identify it. An extra layer to the channel function is the ability to connect a channel to an existing project in your Teamwork site.

At the top of the channel window, select the relevant channel type:

  • Public - a channel that is discoverable for users to join themselves.
  • Private - a channel that is hidden from those not in it. Users need to be added by an admin of the channel.
  • Linked to Teamwork Project - link the channel to a project in Teamwork.
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After choosing a name and description for the channel, you can customize it further by selecting a channel avatar color and icon.

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At the bottom of the window, you can add the relevant users to the channel. For public channels, you will also have the option to add new users to the channel automatically in the future.

When the project channel option is selected, a project dropdown will be displayed. Here, you can choose from a list of your existing projects to connect to the channel. Project channel names and descriptions are inherited from their project.

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By default, any members of the selected project already enabled as active users on your Teamwork Chat site will be added to the project channel.

Starring conversations and channels

Using the starring feature, you can favorite your most important conversations and channels for quick access.

To star a conversation or channel, select it from your Recent conversations list. At the top of the conversation view, click the star icon beside the person/channel name. A Starred area will be added to the left pane above the Recent list.

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Clicking an avatar in the Starred list will open that conversation or channel.

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Starred conversations and channels will be ordered by the date they were starred. Any newly starred channels will be added to the end of the starred channel area. You can customize the order by selecting the settings icon in the top right, then click and drag one of the icons to a new position.

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You can also star individual messages within your conversations. This serves as a pinning feature allowing you to revisit the message more easily in the future. Hover over the message and select the star icon from the message options. Once starred, your message will be highlighted in yellow.

You can access all of your starred messages from the Highlights tab in the main navigation bar. 

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To go directly to a message within a conversation, hover over the message and click the Go to message arrow. 

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In each individual channel or conversation, you can select the star icon in the right navigation pane to open a side panel listing all of your starred messages within the current conversation. 

Now that you have completed the introduction to Teamwork Chat for owner company administrators, you can easily take the following actions on your site:
Configuring your user profile
✓  Add a profile photo
✓  Choose your handle name
✓  Provide links to your social media accounts
Customizing your notification preferences
✓  Choose your global notification preferences
✓  Set notification preferences for an individual channel
Managing users
✓  View the existing members of your site
✓  Make a user an admin
✓  Understand user roles
Understanding conversations and channels
✓  Understand the differences between conversations and channels
Creating a conversation or channel
✓  Create a conversation
✓  Create a channel
✓  Link a channel to an existing Teamwork project
Starring conversations and channels
✓  Star a channel or conversation
✓  Access your starred channels & conversations
✓  Star an individual message
✓  View your starred messages