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Private chat overview

Private Chat Overview

Your website and Member Portal/mobile app include a chat feature for private communication among members — no need for other platforms or messaging apps.

How to Open Private Chat

  • Log in to your website account through the Log In link at the top of any website page, or log in to the mobile app.
  • Click the chat icon (a pair of speech balloons) in the website menu bar, or the corresponding icon in the bottom bar of the app.
  • A red dot next to the chat icon means you have a new message or reply.
  • Mobile app users: see the "App for Mobile Devices" guide for app-specific chat instructions.

 Starting a New Message

  1. On your website, the messaging window slides in from the right side of your screen and shows any chat threads you're currently part of.
  2. Click New Message.

 Choosing Recipients

  • Send to a group: use the Add Groups to Message dropdown to select one or more committees or interest groups.
  • Send to individual members: click in the Search and Add Members field and start typing a member's name.
    • The Search field narrows results as you type more characters.
    • Click the plus sign next to a member's name to add them as a recipient.
    • Click the minus sign next to a member's name to remove them.
    • Repeat the search as many times as needed to add everyone you want.

 Composing and Sending

  1. Type your message in the message box.
  2. To attach a photo or document, click Browse and select the file.
  3. Click Send to transmit your message, or Cancel to stop without sending.
  4. Click View all messages near the top of the window to exit the new-message process.

 Managing Existing Conversations

  • Refresh: the message window does not update automatically — click the Refresh icon to check for new messages. Unread messages appear highlighted in blue.
  • Reply: click a conversation listing, add your reply at the bottom of the window, then click Send.
    • Attach a photo: click the camera icon.
    • Attach another document type: click Upload.
  • Edit or remove a sent message: click the 3-dots icon on the message and choose the action.
  • View participants: click View participants to see everyone in the chat. Use the 3-dots icon to leave the conversation or remove another participant.
  • Add people to an existing chat: start typing in the Search and Add Members field and select the name to add.
  • Exit Messaging: click the X at the top right corner of the chat window.