Special Note: To create a message room, you will have to be an approved member of an organization with permissions that allow for this feature.

  1. Once logged in, make sure you are on the 'Messages' tab

  2. In the upper right hand corner, you will see a message bubble with a plus sign. Click that icon.

  3. On the create room screen, you will be asked to create a 'Standard' or 'Case' room. Choose which you would like to create.

  4. Fill in the information you want to be associated with the message room. The room name is the only required information.

  5. If you would like to add people, as you create the room, click the 'Add People' button. Find the individuals you would like to participate in the room and click '+Add' next to each of their names.

  6. After you have added all the people, in the bottom right hand of the screen, click 'Add # People'.

  7. Now you are back on the 'New room' screen. Type in your initial message into the message editor and click 'Create'.

*Note: When on the message room list screen, users can only see rooms that they are have been invited to or created.

Did this answer your question?