Appearance
General chat group
One chat group that everybody in the company belongs to — handy for safety notices, weather calls and company news. Pick or create the group once, turn on auto-sync, and Site Connect keeps the member list in step with your employee list: new hires are added, people who leave are removed.
Where to find it
Menu: Utilities › General chat group · Address: hub.siteconnect.ai/utilities/company-roomWho can use it: people with the Shared chat groups permission can open the page; changing the settings needs edit rights on it. Admins have both by default. See Roles and permissions.
The page heading reads Company chat group. It has two steps.
Set it up
Step 1 — choose the group
- Under 1. Select a chat group, open Existing groups and pick a group you're already a member of, then click Save selection.
- Or click Or create a new group, type a New group name (for example "Everyone at Maple Builders") and click Create.
Below the picker, Group in use: shows the group's name and how many members it has.
Create a new group if you can
A group created here is managed by Site Connect from the start. If you pick a group someone created in Chat, Site Connect may not be allowed to manage its members — see Troubleshooting.
Step 2 — turn on auto-sync
- Under 2. Auto-sync members, turn the switch on.
- Site Connect adds every current employee to the group right away, in the background. This can take a moment for a large team — click Refresh to update the member count.
- From then on, Site Connect checks the member list about once an hour:
- new employees are added to the group;
- employees who have left are removed.
When it's working, you'll see Active. Re-sync by turning it off and on again.
Change the group or stop syncing
- Switch to another group: pick it under Existing groups and click Save selection. If auto-sync is on, the new group is filled right away. The old group keeps its members but is no longer kept up to date.
- Stop syncing: turn the switch off. Nobody is removed — the group and its members stay as they are; Site Connect just stops adding and removing people.
- Sync now: a new hire not in the group yet? Turn the switch off and on again instead of waiting for the hourly check.
Troubleshooting
"The system lacks management access to this group (it wasn't created by the utility)." Site Connect needs to be an admin of the group to add and remove people. Either create a new group in step 1, or add the system account as an admin of the existing group.
The group I want isn't in the list.Existing groups only lists groups you're a member of. Join the group first, or create a new one here.
Good to know
- Membership follows Employees: active employees are in the group; when someone leaves the company, they're taken out at the next hourly check.
- This page only manages who's in the group. Pinning, notifications and who may manage the group are set in the group itself in Chat.