Chat for community members: Manage your chat room participants

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Misty Flowers

This article covers how to manage chat room membership as a Chat Manager in Finalsite Chat, including how to cross-check the member list against a class roster and how to add or remove participants from a room.

💡Quick answers

  • Where is the member list for a chat room? Open the room and tap the room name at the top to open Chat Settings. The Members section lists all current participants.
  • How is a member added to a room? In Chat Settings, tap + Add members, check the box next to each person to add, then confirm. New members will see all existing chat history and shared files.
  • How is a member removed from a room? In Chat Settings under Members, tap the person's name, then select Remove from the room and confirm.
  • Can new members see past messages after being added? Yes. When someone is added to a chat room, they gain access to the full message history and all previously shared files.
  • Who can manage room membership? Chat Managers can add and remove members from rooms they manage. District Admins and School Admins can manage membership across all rooms.

In this Article

Get and stay organized 

The chat home screen

Once you download your school or district's mobile app and get logged in, you are ready to starting becoming familiar with your assigned chat setup!

  • Once logged in, click on the Chat icon in the bottom toolbar of your mobile app.
  • Scan and become familiar with the names of chatrooms you see.

new home screen chat with red boxes.png

Understand the setup / mode of communication

Your district and/or school admin(s) configured your rooms in a very intentional way. Learn more about this by having a conversation with your main site admin. Any questions about your room names? They can help you out! 

Manage room membership in Chat Settings

Cross-check class roster with chat room membership

Before beginning, cross-check the member participant list with your class roster to be sure there's no one missing or who doesn't belong in a particular chat room. Here's how to find a list of the members in a chat room. 

  • Step 1: Click on the name of a chat room to open it up then, once in the chat room, click at the top on the room label. 
    click on the name of a room to open it up .png        room label name to see how many members.png
  • Step 2: Navigate to your chat room Settings screen. Here you can see a list of members, adjust settings, and manage your room membership! 

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Someone missing? Another who doesn't belong? 

Add members to a chat room

  1. After opening up a chat room, tap on the name of the room at the very top to open Chat Settings that pertain only to this chat room. 
  2. Click + Add members and check the box next to each person you want to add into the chat room

1. Here's how to add a member to a Chat Room where you are a Chat Manager. First, tap on the name of a chat room to open up that Chat Room.

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2. Now that the Chat Room is open, tap on the Chat Room Name at the top to open Chat Settings.

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3. Now you have opened up the Chat Settings screen. In the Members section, tap the + Add members button.

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4. Scroll or Search by name to find the member you want to add. Check the box next to the member's name to select that member.

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5. Once you've selected the member, tap the + Add members button.

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6. Confirm that you want to Add new members to chat and acknowledge that you understand that new members will see all chat history and shared files.

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7. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2421371/Chat-Manager-Level--How-to-add-members-into-a-chat-room

Remove members from a chat room

Here's how to remove a member from a chat room: 

  1. After opening up a chat room, tap on the name of the room at the very top to open Chat Settings that pertain only to this chat room. 
  2. Find the Members area in Chat Settings and tap on the person's name who you'd like to remove from the chat room. In the window that pops up, select Remove from the room.

1. Have someone in a Chat Room that doesn't belong there? Here's how to remove a member from a Chat Room. First, tap on the Chat Room name.

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2. Open the Chat Room settings by tapping on the room name at the top of the screen.

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3. In the Members area, tap on the person's name who you want to remove from the room.

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4. Confirm that the person's name shows in the window, then select the button labeled Remove from the room.

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5. Confirm that you are sure you want to remove this person from the Chat Room by clicking Remove.

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6. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2421477/Chat-Manager-Level--Remove-member-from-a-chat-room

 

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