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Channel Settings

Settings Panel Guide

View, create, and edit group channels.

Access the Channels Panel

To access the channels within a group:

accessing channels
  1. Go to the Groups section.
  2. Select the list icon of the group containing the channels you wish to view.
  3. The Channels Panel will open up displaying a table with all the channels within the group.

Channels Panel Layout

The Channels Panel is a table that displays all existing channels within a group.

channel settings panel

Actions:

Settings and Options:

  • A. Icon: Displays the avatar that represents the channel.
  • B. Name: The channel's display name.
  • C. Code: The channel's unique identification code.
  • D. Number of participants: Amount of users associated to the channel.
  • E. Edit: Opens the channel settings panel to edit the corresponding channel.

Create Channel within a Group

From within the Channels Panel, you can create a new channel by pressing the + icon. This will open up the Channel Settings Panel, where you can configure and save a new channel.

create channel

Edit a Channel within a Group

From within the Channels Panel, you can edit an existing channel by pressing the pen icon. This will open up the Channel Settings Panel, where you can configure and save a new channel.

edit channel

Channel Settings Panel Layout

Whether creating or editing a channel, the following settings panel will appear.

group settings panel

Actions:

  • 1. Save: Saves current channel configuration.

Settings:


A. General information

Basic channel setup information.

general info
Name:
Indicates the channel's displayed name.
Code:
The channel's unique identification name.
Only lowercase letters, numbers, and underscores are accepted. The code must start with a letter. Once you create and save the collection, you cannot change the code.
Group:
Indicates the group the channel belongs to.
Users will be able to access the channel through the [group's panel](/docs/documentation/client/groups).


B. Participants

Sets the users that can participate in the channel.

participants
Users:
Indicates the users that have access to the channel.
Bots:
Indicates bots that have permission to run in the channel. Only needed if the bot does not have global access.

See this tutorial on how to make a bot that works within the channel.



C. Elements

Lets you add an element to your channel. Useful when setting up a routine or survey associated with a particular element. For example, if you add elements associated with a survey to the channel, the survey will be available through the actions button found in the channel's workspace.

elements
+ Add Element:
Opens up a settings panel that permits you to select the elements and their corresponding collections.
Collection:

Indicates which collections (property types) are associated with the channel. Used for classifying channels or making surveys available, among others.

Elements:

Indicates the collection's elements (properties) which have been chosen for the channel. Used for classifying channels or making surveys available, among others.



D. Options

Configures special channel options.

general info
Permissions for sending messages:
Indicates if users can write messages in the channel.
Options are `all` or `none`.
First element overrides channel name:
Indicates if the display name is overridden by the channel's first elements
If off, the manually added display name is used; otherwise, the display name is overridden.
Activate video call on this channel:
Enables users to start video calls within the channel.
A small video icon will appear in the upper-right corner of the channel workspace if active.