CollabChat Admin Guide Admin

Complete guide covering standard user features and administrator capabilities.

Contents

  1. Getting started
  2. Navigating the sidebar
  3. Channels
  4. Direct messages
  5. Sending messages
  6. Threads & comments
  7. Sharing images & videos
  8. Links & embeds
  9. ChatBot
  10. Notifications & alerts
  11. Settings
  12. Your profile
  13. Tips & shortcuts
  1. Admin Panel overview
  2. Inviting users
  3. Managing user roles
  4. Managing groups
  5. Group channels
  6. Private channel management
  7. Content moderation
  8. System actions

1 — Getting started

CollabChat uses email-based login. You will receive an invite from an admin or existing user. When you visit CollabChat:

Step 1: Enter your email

Type the email address that was invited. A one-time verification code will be sent to your inbox.

Step 2: Enter the code

Check your email for the 6-digit code and enter it on the verification screen. The code expires after a short time, so use it promptly.

Step 3: Set up your profile

If this is your first time, you will be asked to choose a display name. You can also upload a profile photo. This is how other users will see you in conversations.

Tip CollabChat is invite-only. If you do not have an account, ask a team member or admin to send you an invite.

3 — Channels

Public channels

Public channels are open to all users. Click any channel name in the sidebar to open it. You can browse available channels and join them at any time.

Private channels

Private channels are only visible to their members. When you are added to a private channel, it appears in the "Private Channels" section of your sidebar. Channel members can see the member list and invite others (depending on permissions).

Group channels

Group channels are linked to one or more user groups. If you are a member of a group that has access to a channel, it will appear under "Group Channels" in your sidebar. Your access is managed through your group membership.

Creating a channel

Click the "+" button next to the "Channels" header to create a new public channel. Click the "+" next to "Private Channels" to create a private channel. Give your channel a clear, descriptive name so others can find it easily.

4 — Direct messages

Direct messages are private, one-on-one conversations between you and another user.

Starting a DM

Click the "+" button next to "Direct Messages" in the sidebar. You will see a list of all users — select someone to start a conversation. If you have an existing DM, it will reopen.

DMs support all the same features as channels — file sharing, threads, emoji reactions, and more.

5 — Sending messages

Type your message in the compose area at the bottom of the chat. Press Enter to send. For a new line without sending, press Shift + Enter.

Editing a message

Hover over your own message and click the edit icon (pencil). Make your changes and press Enter to save, or Escape to cancel.

Deleting a message

Hover over your own message and click the delete icon (trash). You can only delete messages you sent.

Emoticons

Common text patterns are automatically converted to emoji. For example, :) becomes a smiley face, and <3 becomes a heart.

6 — Threads & comments

Threads let you have focused conversations on a specific message without cluttering the main chat.

Starting a thread

Hover over a message and click the comment/reply icon. A thread panel will open inline below the message. Type your reply and send it.

Emoji reactions

You can react to messages in threads with quick emoji chips. These appear as animated reactions on the message.

Tip If you prefer not to see emoji-only comments, you can toggle them off in Settings.

7 — Sharing images & videos

CollabChat supports sharing images and videos directly in conversations.

Drag & drop

Drag an image or video file from your computer and drop it into the chat area. It will be uploaded and shared automatically.

Paste from clipboard

Copy an image and use Ctrl + V (or Cmd + V on Mac) to paste it directly into the compose area.

Attachment button

Click the attachment icon in the compose area to select a file from your device.

Uploaded images appear as thumbnails in the chat. Videos play inline with a built-in player.

8 — Links & embeds

When you paste a URL into a message, CollabChat automatically generates a preview. Special embeds are supported for:

9 — ChatBot

CollabChat includes a built-in ChatBot. You can add ChatBot to any channel or start a DM with it. ChatBot responds automatically with conversational messages — handy for testing or a bit of fun.

10 — Notifications & alerts

Unread badges

Channels and DMs with unread messages show a badge with the unread count in the sidebar.

Sound alerts

When enabled, a notification sound plays when new messages arrive. You can turn this on or off in Settings.

Browser notifications

When enabled, you will receive native browser notifications for new messages even when the CollabChat tab is in the background. Your browser may ask for permission the first time.

App badge

The unread message count can be shown on the browser tab icon, so you can see at a glance if you have new messages.

11 — Settings

Click the Settings button in the sidebar to open the Settings panel. Available options:

12 — Your profile

Your profile lets other users know who you are. It includes your avatar, role, status, and a short tagline.

Editing your profile

Open your profile

Click your avatar or name in the top-left corner of the sidebar. This opens the profile editor where you can update your avatar, role title, status, and tagline.

Avatar

Upload a profile picture by clicking "Change Avatar". Supported formats: PNG, JPG, WebP (max 5 MB). If you don't upload one, your initial letter will be shown.

Role

A short title describing your role, such as "Designer" or "Backend Dev". This appears on your profile card when others click your name on a message.

Status & Tagline

Status is a short note about what you're working on. Tagline is a brief bio that appears in the sidebar and on your profile card.

Viewing other users' profiles

Profile card

Click any user's avatar or name on a message to see their profile card. It shows their avatar, name, role, and tagline. Click "Message" to start a direct message with them.

Tip When the sidebar is collapsed, your avatar still appears at the top. Click it to open your profile editor.

13 — Tips & shortcuts

Keyboard shortcuts

Enter sends a message. Shift + Enter adds a new line. Escape cancels editing.

Mobile support

CollabChat works in mobile browsers. For the best experience on iOS, use the "Add to Home Screen" option in Settings to install it as a standalone app.

Inviting colleagues

You can invite new users to CollabChat by sharing an invite link. Invited users will receive an email with instructions to join.


Admin Capabilities

14 — Admin Panel overview

As an admin (or owner), you have access to the Admin Panel. Open it by clicking the shield icon in the sidebar, or the "Admin" button in the sidebar header area.

The Admin Panel is organised into two tabs:

Dashboard tab

The Dashboard tab gives you a bird's-eye view of your workspace:

Data is fetched fresh each time you open the Dashboard tab, so figures are always current.

Tip The Admin Panel is only visible to users with an admin or owner role. Standard users will not see the admin button in the sidebar.

15 — Inviting users

CollabChat is invite-only. To add new users:

From the Admin Panel

Open the Admin Panel and click "Invite User" in the Actions section. Enter the email address of the person you want to invite. They will receive an email with instructions to join.

Invited users must verify their email and set up a profile before they can participate. You can invite multiple users by repeating the process.

Note Only admin and owner roles can invite new users to the workspace.

16 — Managing user roles

There are three roles in CollabChat:

User

Standard access. Can send messages, join public channels, and use all messaging features.

Admin

All user capabilities, plus access to the Admin Panel, group management, content moderation, and the ability to invite new users.

Owner

Full control of the workspace. All admin capabilities, plus the ability to change other users' roles (promote to admin or demote to user). There is one owner.

Changing a user's role

Open the Admin Panel, scroll to the "User Roles" section (visible to the owner only). Each user is listed with a toggle switch. Flip the toggle to promote a user to admin, or demote them back to a standard user.

Important Only the workspace owner can change roles. Admins can see the user list but cannot modify roles.

Setting custom role titles

In the Users tab of the Admin Panel, each user has a "Role title" text field. Type a title (e.g. "Lead Designer", "CTO") and click "Set" to assign it. This title appears on the user's profile card and alongside their messages. Custom role titles are cosmetic and do not change permissions.

17 — Managing groups

Groups let you organise users into teams or departments. Groups are used to control access to group-restricted channels.

Creating a group

From the Admin Panel

Open the Admin Panel, find the "Groups" section. Type a name in the input field and click "Create". The new group appears in the list immediately.

Adding members to a group

Expand group members

Click on a group name in the Admin Panel to expand it and see its current members. Click "Add Member" to see a list of users who are not yet in the group. Select a user to add them.

Removing members from a group

Remove from group

In the expanded group view, each member has a "Remove" button. Clicking it removes them from the group. If the user was in a group-restricted channel only because of this group, they will lose access to those channels.

Deleting a group

Click the delete icon next to a group name. A confirmation dialog will appear. Deleting a group removes all its members and any channel associations. Users who were only in group-restricted channels through this group will lose access.

Caution Deleting a group is permanent and immediately revokes access for affected users. Make sure this is intentional before confirming.

18 — Group channels

Group channels are channels that are restricted to members of one or more groups.

Creating a group channel

From the sidebar

Click the "+" button next to the "Group Channels" header. In the create channel modal, enter a name and select at least one group. Only members of the selected groups will have access.

Adding groups to an existing channel

Using the "Add Group" button

When viewing a group channel, click "Add Group" in the channel header. A dropdown lists available groups. Click "Add" next to a group to grant its members access to this channel.

Removing groups from a channel

From the Members panel

Open the Members panel for a group channel. Each assigned group is listed with a "Remove" button. Removing a group revokes access for users who were only members through that group.

How access works When a group is added to a channel, all members of that group automatically become channel members. When a group is removed, members who have no other group granting access are removed from the channel.

19 — Private channel management

As an admin, you can manage private channels beyond what regular users can do:

Inviting members

When viewing a private channel, click the "Invite" button in the header. A dropdown of users appears — select someone to add them to the channel.

Viewing members

Click the members icon in the channel header to see all current members of the private channel.

Admins can invite users to any private channel, even ones they did not create.

20 — Content moderation

Admins have tools to moderate content in channels:

Hiding messages

Hover over any message and use the moderation controls to hide it. Hidden messages appear faded to admins and are invisible to regular users. You can unhide a message to restore it.

Locking threads

You can lock the comment thread on any message to prevent further replies. This is useful for announcements or resolved discussions. Locked threads show a lock indicator.

Tip Moderation controls appear on hover for admin and owner users. Standard users do not see these controls.

20 — System actions

Refresh All Clients

In the Admin Panel under "Actions", click "Refresh All Clients". This forces all connected users to reload the application. Useful after deploying updates or fixing issues that require a fresh load.

Use sparingly This action interrupts all active users immediately. They will see the app reload and need to re-establish their session. Use only when necessary.