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Adding Users

Who can join a channel?

FieldChat account administrators and channel administrators control who is allowed to be in a channel. A user can only be in a channel if they are invited by an administrator or if self enrollment is enabled for the channel. If you invite a new texting user, they will receive a text message that they have been added to the channel, and can immediately start communicating by sending text messages to the channel's phone number. If you invite a new app user, they receive an email or a text message with a link to a sign-up form where they can enter their information and begin using FieldChat with the web or mobile apps.

Inviting texting users

Texting users are people that won't use the FieldChat app, but will be able to communicate by sending and receiving text messages to phone numbers that are assigned to your channels. Your subcontractors will probably want to communicate this way so that they don't have to learn anything new. When you invite a texting user, you provide their phone number. 

To invite texting users, open the hamburger menu in the top left corner, and select "Invite texting users".

You can customize the welcome message that is texted to this user by editing the default welcome message in the form. They will receive two text messages for each channel - the first message welcomes them to FieldChat and tells them the name of the project and channel, and the second one is your customized welcome message.

If you are using the FieldChat app on your phone, you can also copy one of your phone's contacts to invite using the "Import Contact from Phone Button".

import-contact

Here's what the invite texting user page looks like:

Add-texting-users

Inviting app users

App users are people that will install the FieldChat app - quite often your own team members like project managers and coordinators. When you invite an app user, you simply provide their email or phone number and they will get an email or text message with an invite link where they can fill in the rest of their user info and join.

To invite app users, open the hamburger menu in top left corner, and select "Invite app users".

To invite app users, go to Channel Details to see a list of users already in the channel. On desktop or tablets, use the pull out tab < 󠀼󠀼on the right-hand side halfway down your screen and click on "Invite texting users". On phones, click on the Channel Details link and "Invite texting users".

You can customize the welcome message that is texted or emailed to this user by editing the default welcome message in the form. 

If you are using the FieldChat app on your phone, you can also copy one of your phone's contacts using the "Import Contact from Phone Button".

import-contact

Here's what the invite app user page looks like:

Add-app-users

Adding existing users

You can add more users into a channel simply by picking them from a list of all available users. They will receive a text or app notification that they have been added to the channel, with a message that you can customize. If you can't find the user you are looking for, you can use the "Invite new user" link at the bottom to add an app user or texting user.

Add user to channel

 

 

Need help?

The best way to get help is to simply send a message to us in the FieldChat Help channel. We monitor your help channel and will get back to you as soon as we can. You can also book a web meeting with us, or reach us by phone or email.