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Chat

This is the built-in messaging centre where you can have real-time conversations with members and colleagues.

Written by Ronny Christensen

How to get here

  1. Open the dashboard.

  2. In the left menu, click Chat.

  3. You are now on the Chat screen.

Step-by-step guide

1. Understand the layout

The screen is divided into three panels:

Conversation list (left side): All your existing chats, sorted by the most recent message.

Message area (centre): The messages for the conversation you have selected.

Details panel (right side): Participant info, chat settings and shared attachments.

On smaller screens, the left and right panels become sliding drawers to save space.

2. Set your status

At the top of the conversation list you will see your avatar with a coloured status badge. Click your avatar to open the status popover and select a status:

Online: You are active and available.

Away: You have temporarily stepped away.

Busy: You prefer not to be disturbed.

Offline: You appear offline to others.

3. Search for contacts or conversations

Use the Search contacts field at the top of the conversation list. As you type, results appear in two sections: Groups (existing group conversations) and Contacts (individual members). Click a result to open the conversation. Click away to return to the full conversation list.

4. Start a new conversation

Click the new conversation icon (person with a plus sign) at the top of the conversation list. Start typing a name in the Recipients field. Select a recipient from the results — the system creates the chat and opens it immediately.

5. Select an existing conversation

Click any conversation row in the list. The conversation loads in the centre panel. Each row shows the avatar, display name, a preview of the latest message, the time, and a red dot for unread messages.

6. Send a message

Click the message input field at the bottom of the centre panel. Type your message and press Enter to send.

Message text (required): The text you want to send. Cannot be empty.

The input field is disabled until you have selected or created a conversation.

7. View images and attachments

If a message contains an image, it is shown inline as a thumbnail. Click the image to open it in a full-screen lightbox viewer.

8. Interact with individual messages

Hover over a message to reveal action icons:

Reply (arrow icon): Indicates a reply action on the message.

React (smiley icon): Indicates a reaction action on the message.

Delete (bin icon): Indicates a delete action on the message.

9. Add a participant to an existing chat

With a conversation open, click the add-person icon in the header area. Type a name to search and select a person from the results. They are added to the conversation immediately.

10. View participant details (one-to-one chat)

In the details panel on the right you will see the other person's avatar, full name and role. Expand the Information section to see their phone number and email address.

11. View and manage participants (group chat)

The In the room section in the details panel lists all participants. Click a participant to open a details dialog with:

Phone button: Opens your device's phone call with their number pre-filled.

Email button: Opens your default email programme with their address pre-filled.

Remove button: Removes the participant from the conversation.

12. Rename a chat

In the details panel, expand the Adjust chat section and click Change chat name. Type the new name and click Save changes. You will see a green confirmation notification.

13. Download attachments

In the details panel, expand the Attachments section. All files shared in the conversation are listed with a thumbnail, file name and date. Click a thumbnail to download it.

14. Delete a conversation

With a conversation open, click the three-dot menu in the header area and select Delete. The conversation is removed from the server and your conversation list updates.

15. Hide or expand panels

Click the arrow icon at the top of the conversation list to hide or expand the left panel. Click the arrow icon on the edge of the details panel to hide or expand the right panel. On mobile, both open as sliding drawers.

Need help?

Contact us via the chat in the bottom right corner, and we will help you further.

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