-
Notifications
You must be signed in to change notification settings - Fork 2.9k
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Merge pull request #40892 from ren-jones/patch-68
Update and rename Introducing-Expensify-Chat.md to Create-a-new-chat.md
- Loading branch information
Showing
2 changed files
with
112 additions
and
165 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,112 @@ | ||
--- | ||
title: Create a new chat | ||
description: Start a new private, group, or room chat | ||
redirect_from: articles/other/Everything-About-Chat/ | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
|
||
Expensify Chat is an instant messaging system that helps you converse with people both inside and outside of your workspace about payments, company updates, and more. Expensify Chats are held in private chats, groups, and rooms. | ||
- **Private chats**: Private conversations for 1-on-1 chats | ||
- **Groups**: Private conversations for 2+ participants | ||
- **Rooms**: Public conversations that are available for all members of your workspace | ||
|
||
# Start a private 1-on-1 chat | ||
|
||
{% include info.html %} | ||
You cannot add more people to a private chat. If later you wish to add more people to the conversation, you’ll need to create a group chat. | ||
{% include end-info.html %} | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click the + button in the bottom left menu and select **Start Chat**. | ||
2. Enter the name, email, or phone number for the person you want to chat with and click their name to start a new chat with them. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap the + button in the bottom menu and select **Start Chat**. | ||
2. Enter the name, email, or phone number for the person you want to chat with and tap their name to start a new chat with them. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
# Start a group chat | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click the + button in the bottom left menu and select **Start Chat**. | ||
2. Enter the name, email, or phone number for the person you want to chat with and click **Add to group**. Repeat this step until all desired participants are added. *Note: Group participants are listed with a green checkmark.* | ||
3. Click **Next**. | ||
4. Update the group image or name. | ||
- **Name**: Click **Group Name** and enter a new name. Then click **Save**. | ||
- **Image**: Click the profile image and select **Upload Image**. Then choose a new image from your computer files and select the desired image zoom. | ||
5. Click **Start group**. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap the + button in the bottom menu and select **Start Chat**. | ||
2. Enter the name, email, or phone number for the person you want to chat with and tap **Add to group**. Repeat this step until all desired participants are added. *Note: Group participants are listed with a green checkmark.* | ||
3. Tap **Next** (or **Create chat** if you add only one person to the group). | ||
4. Update the group image or name. | ||
- **Name**: Tap **Group Name** and enter a new name. Then tap **Save**. | ||
- **Image**: Tap the profile image and select **Upload Image**. Then choose a new image from your photos and select the desired image zoom. | ||
5. Tap **Start group**. | ||
|
||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
# Start a chat room | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click the + button in the bottom left menu and select **Start Chat**. | ||
2. Click the #Room tab at the top. | ||
3. Enter a name for the room. *Note: It cannot be the same as another room in the Workspace.* | ||
4. (Optional) Add a description of the room. | ||
5. Click **Workspace** to select the workspace for the room. | ||
6. Click **Who can post** to determine if all members can post or only Admins. | ||
7. Click **Visibility** to determine who can find the room. | ||
- **Public**: Anyone can find the room (perfect for conferences). | ||
- **Private**: Only people explicitly invited can find the room. | ||
- **Workspace**: Only workspace members can find the room. | ||
|
||
{% include info.html %} | ||
Anyone, including non-Workspace Members, can be invited to a private or restricted room. | ||
{% include end-info.html %} | ||
|
||
8. Click **Create room**. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap the + button in the bottom menu and select **Start Chat**. | ||
2. Tap the #Room tab at the top. | ||
3. Enter a name for the room. *Note: It cannot be the same as another room in the Workspace.* | ||
4. (Optional) Add a description of the room. | ||
5. Tap **Workspace** to select the workspace for the room. | ||
6. Tap **Who can post** to determine if all members can post or only Admins. | ||
7. Tap **Visibility** to determine who can find the room. | ||
- **Public**: Anyone can find the room (perfect for conferences). | ||
- **Private**: Only people explicitly invited can find the room. | ||
- **Workspace**: Only workspace members can find the room. | ||
|
||
{% include info.html %} | ||
Anyone, including non-Workspace Members, can be invited to a private or restricted room. | ||
{% include end-info.html %} | ||
|
||
8. Tap **Create room**. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
# FAQs | ||
|
||
**What's the difference between a private 1-on-1 chat and a group chat with only 2 people?** | ||
With a group chat, you can add additional people to the chat at any time. But you cannot add additional people to a private 1-on-1 chat. | ||
</div> | ||
|
||
|
||
|
||
|
165 changes: 0 additions & 165 deletions
165
docs/articles/new-expensify/chat/Introducing-Expensify-Chat.md
This file was deleted.
Oops, something went wrong.