Adjust chat participants

You can both add and remove participants in any chat you are a participant of. You can also remove a participant who has posted messages in the chat (the messages from removed participants are not deleted) but you cannot remove the user who created the chat.

WorkZone users that are currently online are displayed with a green dot to the right of the user name while WorkZone users that are currently offline are displayed with a gray dot. You can still send offline WorkZone users chat messages.

From the bottom of the browser page

1. Click WorkZone Chat at the bottom of the browser window to open the chat window.
2. In the Recent chats pane of the chat window, select the chat you want to add or remove participants to and click Edit to open the Edit chat form.
3. In the Participants field on the Edit chat form, add additional participants to or remove existing participants from the chat.
4. Click Save to save your changes and close the Edit chat form.

You can also manage chat participants in the chat message area (left pane) of the chat window by clicking Participants:

• Select one or more participants and click Remove to remove the selected participants or
• Click Add to open the Add people form and add new users to the chat

From the Chat detail tab

1. On the Chat detail tab on the case detail page or document detail page, select the chat you want to edit and click Edit to open the Edit chat form.¹
2. In the Participants field on the Edit chat form, add additional participants to or remove existing participants from the chat.
3. Click Save to save your changes and close the Edit chat form.

¹ You can also right-click the chat and select Edit or double-click the chat in the Chat detail tab to open the chat window and then select and edit the chat.

See Also

Edit chat data

Activate and/or remove chat retention

Add a reference to a chat

Remove a reference from a chat

Refresh the chat

Export a list of chats to an Excel spreadsheet