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➕ Create a standard room

A secure messaging space for general communication that's not tied to a case or workflow.

Updated over a month ago

✅ What is a standard room?

A standard room (sometimes called a general room) is a secure messaging space that is not tied to a specific case or workflow. It’s a flexible space for everyday communication, like:

  • Internal announcements

  • On-call schedules

  • One-on-one or group chats (including with external partners)

Anyone with access to your organization can create a standard room in the Rooms module.


🧭 How to create a standard room

  1. From the Rooms module, click + Add Room above your list of rooms

  2. Tap the ➕ plus icon in the top right

  3. Select Standard

  4. Enter a Room Name (required) and an optional Description

  5. (Optional) Enable Set as a managed room if you want only Administrators to be able to add users

  6. Use the search bar to find users in your organization and click the (+) icon to add them

  7. Type your first message

  8. Click Create

Once created, users will get a notification letting them know they’ve been added to the room.

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