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Channels in Chat are dedicated spaces where your team can collaborate, share updates, and keep conversations organized. They help ensure that discussions remain focused and accessible to the right people. Channels can be used for general company-wide communication, department-specific discussions, project or job-related conversations that involve only the relevant team members. They can also be set up to coordinate around specific topics or operational workflows, such as scheduling, sales updates, customer escalations, or any recurring area that needs a shared space for alignment.

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The General Channel 

The general (#general) channel is a default, organization-wide channel that all members are automatically added to. It is best suited for announcements, company-wide updates, or information relevant to everyone.

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Job-Specific Channels

  • Job-specific channels are tied to a particular job in Zuper.
  • They can be instantly created in a single click from the Job Details Page → Chat (left panel) → Start Conversation.
  • They are useful for coordinating all discussions, updates, and file sharing specific to that job.
  • Job channels are accessible in the Chat module once they are created and are indicated by a briefcase icon.
  • Updates related to job assignment, quote approval, invoice payment, and technician clock-in are sent as silent messages in the channel.
Note: Anyone with access to the job can view and send messages in the Job Channel, even if they are not assigned to the job. However, only users who are assigned to the job or added as channel members receive notifications for new messages.
Tip: Even if you are not assigned to a Job Channel, you can still access the job. Add yourself as a member to receive notifications for future activity in the channel.

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Creating a Channel

You can also create channels to organize conversations around a team, project, operation, or topic.
  • Open the Chat module. 
  • Click the + icon in the header. 
  • Select Create a Channel. 
  • Enter a channel name. 
  • Add members to the channel (optional—you can do this after the channel is created as well).
  • Click Create. A new channel will be created successfully.
Note: You can edit the channel name for any manually created channel. However, Channels created from a Job cannot have their channel name edited.

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Adding Members to a Channel 

  • Open the channel you want to add people.
  • Click the cluster of profile pictures in the top right of the channel header to view existing members and to add new members. 
  • Click Add Members.
  • Select the members and click “Add.” The selected member(s) will be added to the channel successfully.
Note: Admins can add any user, while Field Executives (FEs) and Team Leads (TLs) can add only users within their team.

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Muting a Channel

You can mute a channel to pause notifications and the unread count. You can still view the messages for a muted channel. 
  • Hover over the channel name in the sidebar. 
  • Click the More actions (⋮) icon. 
  • Select Mute Channel to stop receiving notifications.
  • To unmute, repeat the same steps and select Unmute Channel. 
Alternatively, you can also mute a channel from its details page. 
  • Open the channel that you want to mute. 
  • Click the More actions (⋮) icon at the top right of the channel header. 
  • Select Mute Channel.

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Pinning a Channel

Pinning a channel keeps it at the top of your sidebar (on web) or chat home (on mobile) for quick access. This helps you easily find and revisit important conversations.
  • Hover over the channel name in the sidebar.
  • Click the More Actions (⋮) icon and select Pin this channel.
  • The channel will now appear in the Pinned Conversations section at the top of your sidebar.
  • To unpin, repeat the same steps and select Unpin this channel.
Alternatively, you can also pin a channel from its details page.
  • Open the channel that you want to pin.
  • Click the More actions (⋮) icon at the top right of the channel header.
  • Select Pin Channel.

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Archiving a Channel

Archiving a channel makes it read-only, preserving its content while removing it from active conversations. Archiving a channel archives it for everyone in the channel. Archived channels can be accessed from search and can be restored later if needed. 
  • Open the channel that you want to archive from the sidebar.
  • Click the More actions (⋮) icon at the top right of the channel header and select  Archive for everyone.
Note: The #general channel cannot be archived.

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Leaving a Channel 

Leaving a channel removes you from it, and you cannot access it. This is useful when a channel is no longer relevant to your work. 
  • Hover over the channel name in the sidebar.
  • Click the More Actions (⋮) icon and select Leave this channel.
Alternatively, you can also leave a channel from the details page. 
  • From the channel details page, click the More actions (⋮) icon in the channel header and select Leave Channel. 
Note: Once you leave a channel, you will no longer see messages or receive notifications from this channel.

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Assigning a Channel Manager

The user who creates a channel is automatically assigned as the Channel Manager. Channel Managers can add members to the channel, delete messages, and assign additional Channel Managers. Admins also have Channel Manager permissions in any channel they are part of, even if they are not explicitly designated as a Channel Manager.  
  • Open the channel where you want to assign a member as a channel manager.
  • Click the cluster of profile pictures in the top-right of the channel header to view all members.
  • Hover over a member and click the More actions (⋮) icon next to the member’s name.
  • Select Make Channel Manager.
Note: The assigned member will now have channel manager privileges and can manage channel settings, add or remove members, and moderate content.

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Removing a Member from a Channel

Removing a member from a channel restricts access for individuals who no longer need to participate in the conversation.
  • Open the channel from which you want to remove a member.
  • Click the cluster of profile pictures in the top-right of the channel header to view all members.
  • Hover over the member’s name and click the More actions (⋮) icon.
  • Select Remove from Channel.
The removed member will no longer have access to the channel or its messages.