Channels

Channels in Zuper are shared spaces that help teams to communicate and collaborate in an organized way. By grouping related conversations in one place, channels make it easy to share updates, keep discussions focused, and find important information when needed. 

Whether you’re coordinating across the entire organization, collaborating within a department, managing a project, or discussing a specific job in the field, channels ensure the right people have access to the right information at the right time. 

Here are some examples of how teams commonly use channels: 

• Company-wide announcements and updates.
• Department-specific discussions (e.g., Service, Sales, Operations) 
• Project coordination or recurring operational workflows 
• Job-specific communication for seamless field-to-office alignment 

Types of Channels 

Zuper offers three primary types of channels to cater to various needs. 

1. The General Channel 

Every organization in Zuper automatically has a #general channel. All users are added to this channel by default. 

You can use the #general channel for: 

• Organization-wide announcements 
• All-hands updates 
• Information everyone needs to stay aligned 

Note: The General channel cannot be archived.

2. Job-Specific Channels 

Job-specific channels are one of the most powerful features for field service teams. 

These channels are directly linked to a particular job in Zuper and make it easy to keep all job-related communication in one place. 

UI Update:
We’ve repositioned Job Channels into a dedicated section in the sidebar, separate from your other channels, for quicker access.

With job-specific channels, you can: 

• Start a conversation instantly from the Job Details page → Chat section 
• Share files, documents, and photos from the field 
• Exchange real-time updates as the job progresses.
• Receive automated real-time job updates such as clock-in/out, quote acceptance/rejection status, invoice payments, status updates, and user assignment.

Note: Anyone who has permission to view the job can see and send messages in its channel. However, only users who are assigned to the job or manually added as channel members will receive notifications for new messages. 

3. Custom Channels 

Custom channels are spaces you can create for ongoing topics, specific teams, or projects. They let you organize conversations to match the way your team works and keep communication focused. 

Create and manage channels

Creating a Channel

You can create a channel to organize conversations around a team, project, operation, or topic. To start a custom channel:

Web

• Click the Work Order Management/Job module from the left navigation menu and select Chat.  
• Click the + icon in the header. 
• Select Create a Channel. 
• Enter a channel name. 
• Add members to the channel (optional—you can do this after the channel is created as well).
• Click Create. A new channel will be created successfully.

Mobile

• In the Chat home page, tap the + icon at the bottom.
• Tap Create Channel. 
• Enter a channel name. 
• Search and add members to the channel. 
• Tap Create to finish.

Note: Job-specific channels form automatically from the job page and keep their names fixed. However, you can edit names for custom channels if needed.

Adding Members to a Channel 

Web

• Open the channel you want to add people.
• Click the member avatars in the top right of the channel header. From there, add or remove members.

Note: Admins can include anyone. Team leads and field executives can add members from their own teams. 

• Click Add Members.
• Select the members and click “Add.” The selected member(s) will be added to the channel successfully.

Mobile

• Open the channel you want to add members to.
• Tap the channel name at the top of the chat window. The Channel Details page opens.
• Tap +Add at the top-right corner of the Channel Details page to select and add new members to the group.

Note: The channel creator becomes the Channel Manager by default and can assign others. Channel Managers handle membership and moderation.

Set a Notification Preference

Updated You can control how you are notified for each channel. Zuper gives you two levels of control, a global preference for all channels, and a channel-level preference for individual channels.

Global notification preference

Your global preference sets the default notification behavior across all channels.

Web

Web

1. Click the Chat  icon in the top-right corner of the Header bar.
2. Click the  icon. A Notification Preference panel opens.
3. Choose one of the following:
   • All: You receive a notification for every message in every channel. This is the default.
   • Mentions and Direct Messages: You are only notified when someone mentions you or sends you a Direct Message.
4. Your preference is saved immediately.
   Note: This setting applies to all channels where no channel-level preference has been set.

   

Mobile

1. In the Chat home, tap on the icon.
2. Choose Everything or Mentions.

Channel-level notification preference

You can override your global preference for any individual channel. Channel-level preferences always take precedence over your global settings.

Note: Once a channel-level preference is set, it cannot be overridden by the global preference.

Web

1. Open the channel and click More actions (⋮) in the channel header.
2. Select Notification Preference.
3. Choose one of the following:
   • All: You receive a notification for every message in this channel.
   • Mentions: You are only notified when someone mentions you in this channel.
   • Mute: You receive no notifications from this channel.
     

Mobile

1. In the Chat home, tap and hold the channel name, or open the channel and tap its name to open the details page.
2. Select Notification Preference.
3. Choose Muted, Everything, or Mentions.

Muting a channel

You can mute a channel when you want to reduce notifications but still read messages later.

Web

• Hover over the channel name in the sidebar. 
• Click the More actions (⋮) icon. 
• Select Mute Channel to stop receiving notifications.
• To unmute, repeat the same steps and select Unmute Channel. 

Pinning a Channel

Pinning a channel keeps your most active or critical conversations at the top of your sidebar (on web) or chat home (on mobile) for quick access.

Web

• Hover over the channel name in the sidebar.
• Click the More Actions (⋮) icon and select Pin this channel.
• The pinned channel will now appear in the Pinned Conversations section for quick access
• To unpin, repeat the same steps and select Unpin this channel.

Alternatively, you can also pin a channel from its details page.

• Open the channel that you want to pin.
• Click the More actions (⋮) icon at the top right of the channel header.
• Select Pin Channel.

Mobile

• In the Chat Home, tap and hold the channel name. A pop-up menu appears.
• Select Pin channel.
• The pinned channel will now appear in the Pinned Conversation section for quick access.
• To unpin, tap and hold again and select Unpin channel.

Archiving a Channel

When a topic or project is complete, archive it to make it read-only and clean up your active list (can be restored later if needed).

Note: Archiving a channel archives it for everyone in the channel.

Web

• Open the channel that you want to archive from the sidebar.
• Click the More actions (⋮) icon at the top right of the channel header and select  Archive for everyone.

Note: The #general channel cannot be archived.

Mobile

• In the Chat Home, tap and hold the channel name. A pop-up menu appears.
• Select Archive for everyone.

Note: The #general channel cannot be archived.

Leaving a Channel 

Leaving a channel removes you completely from the channel if it’s no longer relevant to you (no more access or notifications).

Web

• Hover over the channel name in the sidebar.
• Click the More Actions (⋮) icon and select Leave this channel.

Alternatively, you can also leave a channel from the details page. 

• From the channel details page, click the More actions (⋮) icon in the channel header and select Leave Channel.

Mobile

• In the Chat Home, tap and hold the channel you want to leave.
• From the pop-up menu, select Leave Channel.

Alternatively, you can also leave a channel or group from its details page.

• Open the channel you want to leave from the Chat Home.
• Tap the channel name at the top of the chat window to open the details page.
• Select Leave channel, then confirm to exit the channel.

Note: Once you leave a channel, you will no longer see messages or receive notifications from this channel.

Assigning a Channel Manager

The person who creates a channel automatically becomes its Channel Manager. Channel Managers can: 

• Add/remove members 
• Delete messages 
• Assign additional managers 

Web

• Open the channel where you want to assign a user as a channel manager.
• Click the member avatars in the top right of the channel header.
• Hover over a member and click the More actions (⋮) icon next to the member’s name.
• Select Make Channel Manager.

Mobile

• Open the channel and tap its name at the top.
• In the member list, select a user.
• Choose Make Channel Manager.

Note: The assigned member will now have channel manager privileges and can manage channel settings, add or remove members, and moderate content.

Removing a Member from a Channel

Removing a member from a channel restricts access for individuals who no longer need to participate in the conversation.

Web

• Open the channel from which you want to remove a member.
• Click the member avatars in the top-right of the channel header to view all members.
• Hover over the member’s name and click the More actions (⋮) icon.
• Select Remove from Channel.

Mobile

• Open the channel from which you want to remove a member.
• Tap the channel name at the top of the chat window to view existing members.
• From the members list, select a member.
• Choose Remove from Channel.

The removed member will no longer have access to the channel or its messages.

With Channels in Zuper Chat, your team can move faster, reduce scattered messages, and keep job-related discussions tightly connected to the actual work, all while maintaining clear organization and focus. 

Whether you’re in the office or on-site, Zuper Chat helps ensure nothing falls through the cracks.