TABLE OF CONTENTS

1. Choose a Category

The room categories are listed in the left side navigation menu. In the screenshot below, the categories include  MY TOOLS, COMPANY ROOMS, PROPERTIES, etc. 


To create a room, click the plus sign next to the desired category. Here we will create a new room in the "COMPANY ROOMS" category by clicking on the plus sign next to "COMPANY ROOM". This will take you to the select room type screen.


2. Select the Room Type

Each tile in the select room type screen corresponds to a different room type. Select the tile that is most appropriate based on what this room will be used for. For information on the various room types see https://konverse.freshdesk.com/a/solutions/articles/66000491661    

For this example, a "discussion" room is selected.

3. Name the Room 

After selecting the type of room you want to create, Click into the Room Name box and type in a name for the room. Here we have give the new discussion room the name "New Room"


4. Set the Room Icon

Click Select Profile Image button to upload a profile image.  The recommended size for a profile image is 160 x 160.  Click Select Banner Image to upload a banner profile.  The recommended size for banner images is 1200 x 260.


5. Set the Room Visibility

  • A Private room is only visible to invited members. Only members of the room can read and search on the room's contents. 
  • An Internal Public room can be read and searched by anyone in the company.


6. Enter a Room Description

Type a short description of the room in the Description box. Once the room is created, the description is visible on the main panel when the room is selected in the navigation bar. When done, click continue.


7. Organize the Room into one or more Folders

A room must have at least one folder and each folder must have an associated form.  For information on folders see https://konverse.freshdesk.com/a/solutions/articles/66000491263

For the default folder of the room, type a name into the Folder Name box and choose a form type from the Form Name dropdown menu.  Here we have named the room "Discussion" and selected the "Discussion" form type.

To add another folder to the room, click the Add folder button and then give the room a name and select a form type in the same manner as above.

Once you have created all the folders you want for this room. Click continue.


8. Configure the Room Settings

Admin Options

  • Do not allow members to remove from home feed.  By default, members of a room can remove this room's posts from their Home feed.  For information on the Home feed see https://konverse.freshdesk.com/a/solutions/articles/66000491461. You can prevent this by checking this box. A room for critical company announcements is an example where you might want to check this box. 

  • Do not allow members to leave this room.  By default, members of a room can remove their membership to a room. You can prevent this by checking this box. A room for critical company announcements is an example where you might want to check this box. 

For our sample "Discussion" room, we have left both boxes unchecked -- members can remove this room from their home feed and they can cancel their membership to this room.


Room Options

 

  • Automatically subscribe all members to the room.  Check this box if you would like all members of this room to be automatically subscribed to receive notifications 
  • Automatically hide posts from new member’s home feed.  Check this box if you don’t want new members to be able to view posts that existed in this room before they became members of this room.
  • Sort posts in this room alphabetically. Check this box if you would like posts in this room to be sorted alphabetically instead of by date, which is the default.
  • Only room owners can create post. Check this box if you would like only room owners to be able to post. If this box is unchecked, all room members can create posts.
  • Prohibit Comments. Check this box to prohibit users from commenting on posts in this room.
  • Request Room (Owners see all posts, members only see their posts). Check this box if room members should only see their own -- and not other members' -- posts.
  • All members can edit posts in this room. Check this box if members of the room should be able to edit each other's posts.


Auto Archive Options

Checking this box will cause posts to be archived after they have been inactive for the specified number of days. Learn more about archiving https://konverse.freshdesk.com/a/solutions/articles/66000491616


Post List and Dashboard Display Options


  • Post List Display. Select the desired type of post list display for this room from the dropdown.

  • Default Room Tab. Select what to show in the main panel when this room is selected in the Navigation panel.

9. Invite Members 

Add Owners and Members

When assigning Owners and Members to a room, you can select individual users or groups.  Adding groups will add all the group members and update the room Owners/Members automatically whenever the group is updated.

  • Owners.  Add the owners to the Owners field.
  • Members. Add members to the Members field.  

Related Articles


How to Map Groups to Rooms 

Add Individual Users to Rooms