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Only users allocated with the permission "KPI-CHAT Administrator" or "KPI-CHAT System Administrator" are allowed to create and edit channels.
Normal "KPI-CHAT Consumer" users will only see channels that they've been allocated to.
To create a new channel click on + Button
Image- Users can browse for an image and use as desired
Channel Name - Name of the channel as desired
Enter Channel Description(Optional) - Description of the Channel
Administrators - Administrators can be added here , only "KPI-CHAT Administrators" and "KPI-CHAT System Administrators" can be added here
Users and Groups - "KPI-CHAT Consumers" can be added here. Alternatively, users can add Groups, as defined in TrueChart Management Console
Tags - Tags are used for identification of the channel
Filters - Filters to be used in channel can be added here . Applied filters can be seen in right filter panel. learn more about Learn more about Filters and Data Dependencies
Click on Apply to Create a New Channel and Confirm the pop up
New channel will be created as below. By selecting the channel, the user will be presented with the Chat panel
Note that KPI-CHAT will automatically create an abbreviation from the first characters of the first 2 words. e.g. Sales Channel would provide SC .
This can be referenced when searching for channels.
Hover over the channel in the Channel List, then selectto edit
The user will be presented with the Channel details for editing
Change the required field and click on apply to update the channel
Click on the Search Channel box
Channel can also be searched with Channel Name , Tags or Abbreviations