Team Chat is PortaPro's internal messaging for your own staff. Channels for
groups, direct messages for one person, group messages for a few people, and
calls and meetings started from any conversation. Customers never see it.
Opening Team Chat
Management & Admin group. With the sidebar collapsed the item reads Chat.
takes the whole screen. See Team Chat on phones.
in the menu drawer.
Management and Inventory.
Team Chat is included on every plan. Customer portal users can't reach it.
Channels, direct messages and group messages
On a computer the left side of Team Chat lists your conversations in
sections:
| Section | What it holds |
|---|---|
| Starred | Channels and conversations you starred. Only shows once you star something. |
| Channels | Team channels you belong to. A # marks a public channel and a lock marks a private one. |
| Direct messages | One-to-one conversations. A green dot means that person is online now. |
| Group messages | Conversations with two or more other people. Only shows once you have one. |
Create a channel
Click the + next to Channels (or Create channel in the ...
menu). Give it a Channel name, an optional Description, and choose
Public, anyone can join or Private, invite only. Anyone on the team
can create a channel.
Find and join channels
Open the ... menu and choose Browse channels. Search, filter by
Public or Private, and click Join on a public channel.
Start a direct or group message
Click New Message (or the + next to Direct messages). Search by
name and pick one person for a direct message, or several people for a group
message. From Team Management you can also open a conversation with someone
using Message in their row menu.
Starring and mark all read
Star thread). Starred items move to the Starred section at the top.
Choose Unstar to remove it.
Mark as read in a conversation's actions menu clears just that one.
Searching
Click Search at the top of the list, then type. It filters your
conversations by name and searches message text across your channels from the
last 90 days. Type at least 2 characters to see up to 20 matching messages
with the channel, sender, preview and time. Click a result to jump to the
conversation.
Managing a channel
Every member can Leave channel, Star channel and View members.
Owners, admins and dispatchers also get:
Visibility, and add users.
Archived channels in the ... menu.
This can't be undone.
In a direct or group message, the actions menu has Leave group DM (group
messages only) and Delete thread, which permanently deletes the
conversation and all its messages.
Radio and Email modes
Owners, admins and dispatchers see mode tabs at the top of Team Chat:
Radio channels follow your Team Chat channels: create, archive or change the
members of a Team Chat channel and the matching radio channel follows. See
channel), with a Subject, Message and an optional Reply-to
address. Leave the reply-to blank and replies go nowhere.
Mechanics and drivers see Messages only.
Good to know
not instant.
agreed in chat, make the change on the job or customer too.
not that they read your message.