View and Search for the Participants in a Conversation
See everyone currently in a conversation, and add another member to it.
Steps
- Log into the member-facing side of your website directly, or click Public Site on the Dashboard’s left menu.
- Click the Messaging icon (a pair of speech bubbles) in the menu bar under your organization’s name.
- Open the conversation you want to check, then click the view [X] participants link at the top of the window (or click the conversation’s three-dot menu from the list and select view participants).
- The Participants ([X]) list shows everyone currently in the conversation.
Adding a Participant
- Type a full or partial name into the Search and Add Members box.
- Click the + button next to the matching result.
- In the CONFIRM ADD PARTICIPANT window, click Add to confirm.
To back out instead, click Cancel or the X in the top right corner.
Note: A newly added participant can’t see any messages sent before they joined — only new messages going forward.
- Click back to message to return to the conversation, or view all messages to return to your full conversation list.