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View and Search for the Participants in a Conversation

See everyone currently in a conversation, and add another member to it.

Steps

  1. Log into the member-facing side of your website directly, or click Public Site on the Dashboard’s left menu.
  2. Click the Messaging icon (a pair of speech bubbles) in the menu bar under your organization’s name.
  3. 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).
  4. The Participants ([X]) list shows everyone currently in the conversation.

Adding a Participant

  1. Type a full or partial name into the Search and Add Members box.
  2. Click the + button next to the matching result.
  3. 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.

  1. Click back to message to return to the conversation, or view all messages to return to your full conversation list.