Device(s): Web & Mobile
Roles / Permissions: Channel Manager Role or Admin for Chat
Availability: This is available for all Chat customers by default
Via the UI - Chat Manager Role
Overview The Chat Manager role allows designated non-admin users to create group chat channels directly from the Chat UI on web and mobile, without requiring full System Admin access.
Creating a Channel Chat Managers can create channels by selecting:
- People - multi-select flow - unchanged
- A Team - single-select from Teams they're a member of
- A Space - single-select from Spaces they're a member of
- Emails - free entry with inline validation
Channel name and avatar are prefilled from the selected Team or Space (both editable). The creator automatically becomes the channel Operator.
Who Has Access
- Users assigned the Chat Manager role
- All Org Admins (permission granted automatically)
Users without the Chat Manager permission will only see the standard People-based Create Group Chat flow.
Admins also have the ability to create Chat groups from an existing team and space or custom groups from Chat Admin via the Administration menu:
Device(s): Web
Roles / Permissions: Admin onlu
Availability: This is available for all Chat customers by default
Admins now have powerful new options for creating custom chat groups directly from the Chat Administration menu. Here's how it works:
Custom Groups
Admins can manually create chat channels by:
Navigating to the Chat Administration menu.
Entering a optional channel name.
Adding users via a comma-separated or newline-separated list of email addresses.
The default maximum group size is 500 users.
Groups from Spaces or Teams
Admins can also create chat groups based on existing Spaces or Teams within Workvivo:
From the Chat Admin menu, select Create from Space or Team.
Use the dropdown to choose the Space or Team.
Only Spaces or Teams with 500 members or fewer will appear in the dropdown.
Once created, the admin will receive a notification. Clicking this notification will bring them directly to the newly created group.
Important Notes
This menu is only for creating groups. Ongoing maintenance (e.g., editing group details or membership) must be done via the Information menu within the group channel.
For Spaces:
Users with elevated permissions (e.g., Space Owner, Admin, Moderator) will automatically be assigned the Operator role in the chat group.
For Teams:
The Admin who creates the group will be set as the Operator.
If the Admin wishes to leave the group, they must reassign the Operator role to another member first.
This feature does not support auto enrolment:
The group reflects membership at the time of creation only.
New members must be added manually later if needed.
If you need further assistance, please contact Support or visit the Help Center.