Configure Talk Groups
Users with Group Admin role privileges can perform group management activities including creating, editing, deleting groups, adding and removing group members, and approving or denying join requests.
Guidelines
Note the following:
- You perform group management actions either in the Talk Admin Dashboard, the Talk desktop, or in some cases, Talk mobile.
- The Organizational Admin manages the groups the Group Admin can access. A Group Admin may have access to a limited number of groups or to all groups, depending on how their role is configured.
- A group's type cannot be edited. For example, you cannot change a feed group to a chat group and vice versa.
- When working with groups created with automation rules:
- Group members are added to and deleted from groups automatically based on changes to their people information attributes in the parent product.
- When you delete a rule, the groups created by the rule and their content, including metadata about the users in those groups, are also deleted.
- New groups created with rules will populate when the next synchronization runs. Note: For more information about auto-generated groups, see Create Talk Groups.
To view groups in the Talk Admin Dashboard
This procedure assumes at least one group has been created. For more information, see Create Talk Groups.
- Go to the Groups page. The left Groups panel includes a list of groups on the tenant.
- To find a group, do one of the following:
- Enter the name in the Search Groups field.
- Click
Filters
to refine the search by group type and access level.
- Select a group from the Groups panel to see group details including a list of members, the name of the user who created the group, the access level, and the type of group.
To edit a group
You edit groups in the Talk Admin dashboard, Talk mobile, and the Talk desktop.
Edit groups in the Talk Admin Dashboard
- On the Groups page, select the group from the Groups panel.
-
Click the
more menu
and select Edit Group. - Make your edits and click Save.
Edit groups in Talk mobile
- Tap Feed > Groups.
- Tap a group to open it.
-
Tap
Information
to open the Details screen. - Tap Edit, make your edits, and tap Save.
Edit groups in the Talk desktop
- To open the Update Group panel, do one of the following depending on the group type:
-
Chat. Click
. In the Chat panel, locate the group, click the group's
more menu
, and select Group Settings. -
Feed. Go to the
Groups page, select the group, click the group's
more menu
, and select Group Settings.
-
Chat. Click
- Make your edits and click Update Group.
To add and remove members and assign group admins
You can add and remove group members in the Talk Admin dashboard , Talk mobile, and the Talk desktop.
In the desktop you can also make one or more users admins of a group. Making a user the admin of a group gives that user Group Admin role permissions and access to the Admin Dashboard. As a best practice, more than one person should be assigned admin of a group.
Add and remove members in the Talk Admin Dashboard
- On the Groups page, select the group from the Groups panel.
- To add members, click Add Members, select the users you want to add, and click Add to Group.
- To remove users, from the
Group Members list:
- Select one or more rows and click
Remove Users
.
- To delete a single member, click the member's
more menu
and select Remove from group.
- Select one or more rows and click
Remove Users
Add and remove members and assign group admins in the Talk desktop
- Do one of the following depending on the group type:
- Chat. Click
. In the Chat panel, locate the group, click the group's more menu , and select Manage Members. - Feed. Go to the Groups page, select the group, click the group's more menu
, and select Manage Members. A list opens including current members and those users not in the group.
- Chat. Click
- Do the following as needed:
- To add members, in the Add Members list, select the users names, and then click Add Members.
- To remove members or make members admins, in the list of current members, click a user's more menu
and select Remove or Make Group Admin. - To remove a user's group admin permissions, click the user's more menu
and select Remove As Admin.
- Click Done.
To manage join requests
You can manage all closed group join requests from the Talk Admin Dashboard. You can also manage group join requests from the Talk desktop.
Manage join requests in the Talk Admin Dashboard
- On the Groups page, select the closed group and click Join Requests to see the list of users requesting access. The Join Requests button is not available when there are no requests.
- Do one of the following:
- For multiple requests, select the user names and click Accept or Reject.
- For a single request, click Accept Group Request
or Reject Group Request
.
Manage group join requests in the Talk desktop
- Do one of the following depending on the group type:
-
Chat. Click
. In the Chat panel, locate the group, click the group's
more menu
, and select Join Requests. -
Feed. Go to the
Groups page, select the group, click the group's
more menu
, and select Join Requests.
-
Chat. Click
- If there are requests, select the user names and Accept or Reject them as needed.
To delete a group
You can delete groups in the Talk Admin Dashboard, Talk mobile, and the Talk desktop.
Delete groups in the Talk Admin Dashboard
- On the Groups page, select the group.
-
Click the group's
more menu
(top-right) and select Delete Group.
Delete groups in Talk mobile
- Tap a group to open it.
-
Tap
Information
to open the Details screen. - Tap Delete and confirm you want to delete the group.
Delete a group in the Talk desktop
Do one of the following depending on the group type:
-
Chat. Click
. In the Chat panel, locate the group, click the group's
more menu
, and select Delete Group. -
Feed. Go to the
Groups page, select the group, click the group's
more menu
, and select Delete Group.
To clear, mute, and delete chats for a group
In the Talk desktop and mobile, you can mute chat and feed groups, and clear messages in a group chat. When a chat is muted, users no longer get notifications about the chat but can join the conversation at any time. Clearing a chat deletes the entire message history for the chat. You can also delete individual messages in a group chat.
Manage group chats in the Talk desktop
- Click
and locate the chat group.
- Click the group's
more menu
, and select Clear Chat or Mute Chat. You can unmute the chat at any time. - To remove a specific message, click the message's
more menu
and select Delete.
Manage group chats in Talk mobile
- Open the group chat.
-
Tap
Information
to open the Details screen. - On the Details screen, tap Mute Chat or Clear Chat. You can unmute the chat at any time.
Mute feed groups in the Talk desktop
- Select or open a feed group chat.
-
Click the group's
more menu
, and select Mute(or when open, Settings > Mute). You can unmute the group at any time.
Mute feed groups in Talk mobile
- Open the feed group.
-
Tap
Information
to open the Details screen. - On the Details screen, tap Mute. You can unmute the group at any time.
