Manage chat members

Chats are a convenient way to communicate with anyone in your ExpertBox workspace. Once you’ve created a chat, it’s up to you to decide who will be there: you can add members to and remove members from a chat. Keep reading to learn how to:

• Add new members to a chat 
• Remove members from a chat

Keep in mind: Only chat owners can manage chat members. If you need to invite someone to a chat you didn’t create, ask the chat owner to do it, or create your own chat.

Add members to a chat

You can add experts and clients within your workspace to a chat you create. Here’s how to add someone to a chat:

1. In the chat, click the three-dot icon in the top right corner and select Add chat members +.

Alternatively, open the chat members list, then click + Add chat members.

2. Search for and select any clients and experts you want to add to the chat.
   

3. Once you’re done selecting, click Add members.

Remove members from a chat

A chat owner can remove any member from the chat. When this happens, ExpertBox will notify the removed member via email.

1. In the chat, click the three-dot icon in the top right corner and select Members.

2. Next to the member you’d like to remove, click Remove.

3. Click Remove to confirm.

Keep in mind: A removed member can’t rejoin the chat unless invited back by the chat owner.