Invite Someone to Chat

Last Updated: 12/07/2015 Introduced in Verision: 2.0

You can invite groups and users to a chat session. The chat session first needs to exist.


Begin by navigating to the folder containing the chat session and selecting the chat session in the folder data panel. In this example, the chat is named “Question about time off policy.”

open chat


In the Chat pop-up, click Invite in the lower left, and select Users.

invite users


In the Select Entity pop-up, select the account names and click OK.

pick account

The user receives a notification in the upper right of the window immediately, if the user is logged in to the Portal. The chat will appear in the user’s task list.
 chat in the assignments
The user clicks the notification, and selects Join Chat.



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