Shared Chats

Shared Chats in ChatNGO allow you to collaborate with selected members of your workspace in a controlled and organized manner. These chats help streamline communication and ensure that everyone involved in a project or discussion has access to the necessary information.

What are Shared Chats?

• Shared by Default in Team Chats: When a Team Chat is created, it is automatically shared with the full workspace by default. However, you can adjust who has access to the chat depending on the specific needs of your project or conversation.

• Controlled Access: Although Team Chats are shared workspace-wide, Shared Chats allow you to modify access more selectively. You can invite specific members and remove others as necessary, giving you control over who participates.

• Flexibility: You have full control over which workspace members can view and participate in a Shared Chat. If certain discussions are only relevant to a subset of people, you can adjust permissions to reflect that.

Moving Between Shared and Private

• Convert to Private: If a Shared Chat no longer needs to be accessible to multiple members, you can convert it to a Private Chat. This restricts access to yourself or select members.

• Convert Private to Shared: If a Private Chat evolves into a discussion that requires input from more people, you can convert it into a Shared Chat and invite others to join.

Steps to Share a Chat

1. Find the Chat Thread: Navigate to the chat thread you want to share.

2. Open Sharing Options: Click the three dots (•••) next to the chat thread's title and select Share from the dropdown menu.

3. Set Public Access: In the sharing settings, you will see options for adjusting the public access of the chat:

   • No Access: This means only workspace members with proper permissions can view or interact with the chat.

   • Public: Selecting this option will allow anyone with the link to view the chat thread, even if they do not have a ChatNGO account. This functions similarly to how a Google Doc can be publicly shared.

   • Only Me: This restricts the chat to private, meaning only you can access and modify it.

4. Set Permissions for Workspace Members: Below the public access settings, you will see a list of workspace members and their current access permissions. You can adjust each member's permissions individually:

   • No Access: The user cannot see or interact with the chat.

   • Can View: The user can see the chat but not edit or add messages.

   • Can Edit: The user can view, edit, and contribute to the chat.

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Use Cases for Shared Chats

• Project-Specific Discussions: Shared Chats are ideal for project discussions where only select members need access and updates.

• Team Collaboration: For smaller teams working on specific tasks within a larger workspace, Shared Chats offer focused communication without cluttering the workspace for others.

• Inter-Organization Collaboration: If multiple organizations or teams are working on a collaborative project, Shared Chats allow for targeted and effective communication.

Best Practices for Shared Chats

• Keep it Relevant: Only involve the necessary people in Shared Chats to avoid unnecessary confusion or information overload.

• Review Permissions Regularly: As projects progress or change, regularly review who has access to your Shared Chats to ensure the right people are included or removed.