Chat for school leaders: Understanding the yearly chat reset process

This article covers the yearly chat reset process in Finalsite Chat, including how auto-created channels are handled by the rostering engine and how to archive manually created rooms one-by-one or in bulk. 

💡Quick answers

  • Does the chat reset happen automatically? For SIS-rostered (auto-created) rooms, yes. When old Academic Groups in Group Manager are archived and new groups are uploaded, channels are automatically recreated. This is handled by Finalsite support during year-end procedures.
  • Which rooms need to be manually archived? Only manually created rooms — such as Athletics, PTA, or special interest groups — require admin action. SIS-synced class rooms do not.
  • Where are rooms archived? In the CMS, navigate to Mobile Apps > Chat > Chats explorer. Select a room and click Archive chat room to archive individually, or use Archive selected chat rooms to archive multiple at once.
  • Is archiving reversible? No. Archiving is permanent and cannot be undone. Once archived, a room no longer appears in the Chats explorer navigation.
  • Why doesn't the Archive button appear for some rooms? The Archive button only appears for manually created rooms. If it's missing, the room is likely SIS-rostered and will be handled automatically.
  • When should manual archiving be done? At the end of the academic year, before new SIS groups are uploaded for the incoming year. Contact Finalsite support if assistance is needed.

Auto-created channels and the yearly reset

If your organization utilizes the custom chat rostering engine, then your chat reset happens seamlessly.

  • When the old Academic Groups in Group Manager are archived and new groups are uploaded, the system automatically recreates channels without requiring any extra action.
  • This process is manually handled by support during the year-end procedures, ensuring a smooth transition with no additional lifting on your end.

Archiving manually-created chat rooms 

For organizations that manage manually created chat rooms, such as Athletics, PTA, or other special groups, navigate to Chats explorer where you have control over archiving these rooms when the academic year ends.

⚠️ Important Note

Archiving is permanent and cannot be undone. Only manually created rooms (such as Athletics, PTA, or club groups) need to be archived by admins. SIS-rostered rooms are reset automatically by Finalsite support during year-end procedures.

Here's how to archive manually-created chat rooms:

Archive one-by-one 

You’ll see an archive button for each manually created chat room, allowing you to archive rooms individually.

  • Click in left navigation to open up the chat room you'd like to archive.
  • Click the Archive chat room button that appears in the top right.

archive individual chat room.png

  • You will see a window to confirm that this action is permanent and cannot be undone
  • The archived chat room will no longer appear in the left navigation list of all chats. 

Important Note

If the Archive chat room button does not appear, it could be that the room was not manually-created.

Archive in bulk 

A convenient bulk archive option lets you select and archive multiple manually created chat rooms at once.

  • Locate the Archive selected chat rooms button in the top right corner. Click to open a new window. 
  • Check the box next to any chat rooms you'd like to archive in bulk.  
  •  

archive in bulk pop out.png

  • You will confirm that you understand that this action is permanent and cannot be undone.
  • The chat room will no longer appear in left navigation

Important Note

If the Archive chat room button does not appear, it could be that the room was not manually-created.

Preparing for a clean slate

These archiving options ensure that your chat system remains organized and ready for the next academic term. Whether the process happens automatically through the rostering engine or manually through CMS and chat interface tools, your system is built to provide a seamless reset with minimal effort. If you have any questions or need assistance during the reset process, Finalsite support is available to guide you through each step.

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