> ## Documentation Index
> Fetch the complete documentation index at: https://zuperinc-section23.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Channels

**Channels in Zuper** are shared spaces that help teams to communicate and collaborate in an organized way. By grouping related conversations in one place, channels make it easy to share updates, keep discussions focused, and find important information when needed. 

Whether you’re coordinating across the entire organization, collaborating within a department, managing a project, or discussing a specific job in the field, channels ensure the right people have access to the right information at the right time. 

Here are some examples of how teams commonly use channels: 

* Company-wide announcements and updates.
* Department-specific discussions (e.g., Service, Sales, Operations) 
* Project coordination or recurring operational workflows 
* Job-specific communication for seamless field-to-office alignment 

# **Types of Channels** 

Zuper offers three primary types of channels to cater to various needs. 

## 1. The General Channel 

Every organization in Zuper automatically has a **#general** channel. All users are added to this channel by default. 

You can use the **#general** channel for: 

* Organization-wide announcements 
* All-hands updates 
* Information everyone needs to stay aligned 

<Note>
  Note: The General channel cannot be archived.
</Note>

## **2. Job-Specific Channels** 

Job-specific channels are one of the most powerful features for field service teams. 

These channels are directly linked to a particular job in Zuper and make it easy to keep all job-related communication in one place. 

**With job-specific channels, you can:** 

* Start a conversation instantly from the **Job Details page → Chat section** 
* Share files, documents, and photos from the field 
* Exchange real-time updates as the job progresses.
* Receive automated real-time job updates such as clock-in/out, quote acceptance/rejection status, invoice payments, status updates, and user assignment.
  <img src="https://mintcdn.com/zuperinc-section23/i9GwNQ2t_tNVW6K1/images/Chatjob.png?fit=max&auto=format&n=i9GwNQ2t_tNVW6K1&q=85&s=6d3508d6b86516c9e1ae54f3878fd368" alt="Chatjob" width="1918" height="873" data-path="images/Chatjob.png" />

<Note>
  Note: Anyone who has permission to view the job can see and send messages in its channel. However, only users who are assigned to the job or manually added as channel members will receive notifications for new messages. 
</Note>

## **3. Custom Channels** 

Custom channels are spaces you can create for ongoing topics, specific teams, or projects. They let you organize conversations to match the way your team works and keep communication focused. 

# **Create and manage channels**

## Creating a Channel

You can create a channel to organize conversations around a team, project, operation, or topic. To start a custom channel:

<Tabs>
  <Tab title="Web">
    * Click the Work Order Management/Job module from the left navigation menu and select **Chat**.  
    * 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.

    <iframe className="w-full aspect-video rounded-xl" src="https://drive.google.com/file/d/1dTg_64_FV4wUpCnw8EX0r6Fzec5tz9yN/preview" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Mobile">
    * In the Chat home page, tap the **+** icon at the bottom.
    * Tap **Create Channel**. 
    * Enter a channel name. 
    * Search and add members to the channel. 
    * Tap **Create** to finish.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1eGhbLoD_4GEatXgFQ4IhGQY_uFTLrA-C/preview" />
  </Tab>
</Tabs>

<Note>
  **Note**: Job-specific channels form automatically from the job page and keep their names fixed. However, you can edit names for custom channels if needed.
</Note>

## Adding Members to a Channel 

<Tabs>
  <Tab title="Web">
    * Open the channel you want to add people.
    * Click the member avatars in the top right of the channel header. From there, add or remove members.

    <Note>
      Note: Admins can include anyone. Team leads and field executives can add members from their own teams. 
    </Note>

    * Click **Add Members**.
    * Select the members and click "**Add**." The selected member(s) will be added to the channel successfully.

    <iframe className="w-full aspect-video rounded-xl" src="https://drive.google.com/file/d/1oN5g1Cr2md1C3N68-N_f8KV5r2W9V3Wh/preview" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Mobile">
    * Open the channel you want to add members to.
    * Tap the channel name at the top of the chat window. The Channel Details page opens.
    * Tap **+Add** at the top-right corner of the Channel Details page to select and add new members to the group.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1zfBReznwqoeLHlYF7WnLT-RC5FWB7xH9/preview" />
  </Tab>
</Tabs>

<Note>
  Note:  The channel creator becomes the Channel Manager by default and can assign others. Channel Managers handle membership and moderation.
</Note>

## Muting a channel

You can mute a channel when you want to reduce notifications but still read messages later.

<Tabs>
  <Tab title="Web">
    * 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**.

    <iframe className="w-full aspect-video rounded-xl" src="https://drive.google.com/file/d/1knsTzSriGg1aNv6SArwjjRTEsE_dZFxc/preview" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Mobile">
    * In the Chat home, tap and hold the channel name. A pop-up menu appears.
    * Select **Mute Channel** to disable notifications.
    * To unmute, tap and hold the channel name again and select **Unmute Channel**.

    Alternatively, you can also mute a channel from its details page.

    * Open the channel that you want to mute from the chat home page.
    * Tap the channel name at the top of the chat window.
    * In the channel details page, **toggle on Mute Channel** to enable or disable notifications.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1s1gaxBOCaj13eBa-6ANDxcxnUwTgSbpF/preview" />
  </Tab>
</Tabs>

## Pinning a Channel

Pinning a channel keeps your most active or critical conversations at the top of your sidebar (on web) or chat home (on mobile) for quick access.

<Tabs>
  <Tab title="Web">
    * Hover over the channel name in the sidebar.
    * Click the **More Actions** (⋮) icon and select **Pin this channel**.
    * The pinned channel will now appear in the **Pinned Conversations** section for quick access
    * 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**.

    <iframe className="w-full aspect-video rounded-xl" src="https://drive.google.com/file/d/1UHq2Xdj07c_HXPXfUV49wJjgd7pHUKJb/preview" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Mobile">
    * In the Chat Home, tap and hold the channel name. A pop-up menu appears.
    * Select **Pin channel**.
    * The pinned channel will now appear in the **Pinned Conversation** section for quick access.
    * To unpin, tap and hold again and select **Unpin channel**.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1VI4ikmO_7rZKjtKTWrKqiUoXIIfqKjUs/preview" />
  </Tab>
</Tabs>

## Archiving a Channel

When a topic or project is complete, archive it to make it read-only and clean up your active list (can be restored later if needed).

<Note>
  Note: Archiving a channel archives it for everyone in the channel.
</Note>

<Tabs>
  <Tab title="Web">
    * 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**.

    <iframe className="w-full aspect-video rounded-xl" src="https://drive.google.com/file/d/1QOAJum27o0a357kihxjLuiSwkU9829n9/preview" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    <Note>
      **Note:** The #*general* channel cannot be archived.
    </Note>
  </Tab>

  <Tab title="Mobile">
    * In the Chat Home, tap and hold the channel name. A pop-up menu appears.
    * Select **Archive for everyone**.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1p1lAt61pX8nDjKEbpJYbx3tfj69Fb-tB/preview" />

    <Note>
      **Note:** The #*general* channel cannot be archived.
    </Note>
  </Tab>
</Tabs>

# Leaving a Channel 

Leaving a channel removes you completely from the channel if it’s no longer relevant to you (no more access or notifications).

<Tabs>
  <Tab title="Web">
    * 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**.

    <iframe className="w-full aspect-video rounded-xl" src="https://drive.google.com/file/d/1_udI9ZcwK2XHtESOCe07tLiYX5nlvQmT/preview" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Mobile">
    * In the Chat Home, tap and hold the channel you want to leave.
    * From the pop-up menu, select **Leave Channel**.

    Alternatively, you can also leave a channel or group from its details page.

    * Open the channel you want to leave from the Chat Home.
    * Tap the channel name at the top of the chat window to open the details page.
    * Select **Leave channel**, then confirm to exit the channel.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1YaHlLGIb0yUfdAAzIbc00Q9if-jIZ_vx/preview" />
  </Tab>
</Tabs>

<Note>
  **Note**: Once you leave a channel, you will no longer see messages or receive notifications from this channel.
</Note>

# Assigning a Channel Manager

The person who creates a channel automatically becomes its **Channel Manager**. Channel Managers can: 

* Add/remove members 
* Delete messages 
* Assign additional managers 

<Tabs>
  <Tab title="Web">
    - Open the channel where you want to assign a user as a channel manager.
    - Click the member avatars in the top right of the channel header.
    - Hover over a member and click the **More actions** (⋮) icon next to the member’s name.
    - Select **Make Channel Manager**.
          <img src="https://mintcdn.com/zuperinc-section23/cVfsjv9ToXcslK6O/Chat/Channelmanagerweb.png?fit=max&auto=format&n=cVfsjv9ToXcslK6O&q=85&s=b2a1f439b354b238c1855eb31c90619d" alt="Channelmanagerweb" width="1917" height="874" data-path="Chat/Channelmanagerweb.png" />
  </Tab>

  <Tab title="Mobile">
    * Open the channel and tap its name at the top.
    * In the member list, select a user.
    * Choose **Make Channel Manager**.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1-tX2z-QAp8VHR7QZHvJYPZ3FfIZ8kQQS/preview" />
  </Tab>
</Tabs>

<Note>
  Note: The assigned member will now have channel manager privileges and can manage channel settings, add or remove members, and moderate content.
</Note>

# 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.

<Tabs>
  <Tab title="Web">
    * Open the channel from which you want to remove a member.
    * Click the member avatars 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**.
          <img src="https://mintcdn.com/zuperinc-section23/cVfsjv9ToXcslK6O/Chat/Removememberchannelweb.png?fit=max&auto=format&n=cVfsjv9ToXcslK6O&q=85&s=25a616ebae463528e4df2496f30ad3cd" alt="Removememberchannelweb" width="1917" height="874" data-path="Chat/Removememberchannelweb.png" />
  </Tab>

  <Tab title="Mobile">
    * Open the channel from which you want to remove a member.
    * Tap the channel name at the top of the chat window to view existing members.
    * From the members list, select a member.
    * Choose **Remove from Channel**.

    <iframe width="325" height="515" src="https://drive.google.com/file/d/1-tX2z-QAp8VHR7QZHvJYPZ3FfIZ8kQQS/preview" />
  </Tab>
</Tabs>

The removed member will no longer have access to the channel or its messages.

With Channels in Zuper Chat, your team can move faster, reduce scattered messages, and keep job-related discussions tightly connected to the actual work, all while maintaining clear organization and focus. 

Whether you're in the office or on-site, Zuper Chat helps ensure nothing falls through the cracks. 
