Who can use this feature?
System & User administrators only
What is a contact book?
Contact books are used to connect organisation users to each other so they appear on contact lists and can be engaged in chat. Only an administrator can create and manage contact books.
For client users, a contact book will determine who appears on their contact list and who they can chat with. Clients can only begin a chat with members in their contact list, the users they share a contact book with. Clients and partners must belong to a contact book (required to setup their user account).
For staff users, a contact book will determine which users appear on their contact list and will restrict which clients they can chat with. However, all staff members belong to the directory which means that staff are able to search, chat, and view the contact profile of any other staff user on the platform.
What is a group chat?
A group chat is simply a chat that has more than two participants. You can add as many participants as you wish to a chat.