Communicate
Communities
Communities are shared spaces where your team, and, when you choose, your clients, discuss, ask questions, and share updates. Create a space, post to it, and reply in comment threads, all inside your workspace.
- Spaces & visibility, each space is Organization (any member can find and join), Private (invite-only), or Public (visible to everyone, ready for the client portal). Set it when you create the space; owners and moderators can change it later.
- Posts & comments, members start posts (with an optional title) and reply in comments. Owners and moderators can pin important posts to the top or remove anything off-topic.
- Roles, every space has owners, moderators, and members. Owners and moderators manage membership and content; the last owner is protected so a space is never left without one.
- Set up, open Messages ▸ Communities, click New space, and share the link. Members join with one click on Organization or Public spaces; private spaces are invite-only.
- Live updates, posts and comments appear in real time; you never need to refresh to see new activity in a space.
Security: spaces are isolated to your organization and enforced in the database, a member only ever sees spaces they belong to (plus organization-wide ones), and posting or moderating requires the right role. Private spaces are invisible to non-members.
Was this page useful?