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Knowledge Base Chats Managing Group Members

Managing Group Members


Overview

After a group chat is created, the group admin can add new members and remove existing ones. This article covers how to access the member list, who can manage it, and how to add and remove people.

For how to create a group chat and how the admin role is assigned, see → How to Create a Group Chat.

Managing members requires admin access. Only the group admin can add or remove members. If you are a regular member, you can view the member list but the controls to add or remove will not appear for you.

--[Image: Crew Details screen showing the full member list with roles and the Add New User to Crew button]--


How to Open the Member List

01

Open the group chat

From the chat list, tap the group conversation you want to manage.

02

Tap the crew name or "See All Members"

At the top of the conversation screen, tap the group name or the See All Members link. The Crew Details screen opens showing everyone in the group.


The Crew Details Screen

The Crew Details screen lists every member in the group. Each entry shows:

ElementWhat it shows
Profile imageThe member's photo
NameTheir full name — your own entry shows as "You"
RoleTheir project role — for example, Foreman or Technician
Admin badgeShown next to members who have admin access

Members are listed in this order: you first, then admins, then everyone else alphabetically.


Adding a Member

01

Tap "Add New User to Crew"

This button appears at the top of the Crew Details screen when you are the group admin. If you do not see it, you do not have admin access for this group.

02

Select the members to add

A selection dialog opens showing project members who are not yet in the group. Check the box next to each person you want to add and tap Done.

  • Only people assigned to the active project appear in this list.
  • People already in the group do not appear — they are excluded automatically.
03

Members added

The new members appear in the Crew Details list immediately. They can now see the conversation and send messages in the group.

  • New members are added as regular participants — they are not given admin access.

--[Image: Member selection dialog for adding new users, showing available project members with checkboxes]--


Removing a Member

01

Find the member in the Crew Details screen

Scroll to the person you want to remove.

02

Tap the remove icon

A delete icon appears to the right of each member's name when you are the group admin. Tap it to remove that person from the group.

  • Removed members lose access to the conversation immediately.
  • They can be re-added later if needed.
03

Member removed

The person is removed from the list and no longer has access to the group conversation.

--[Image: Crew Details screen with the remove icon visible next to a member's name (admin view)]--


Things to Know

Only the group creator is admin. The admin role is assigned automatically when the group is created and stays with the creator. There is no way to transfer admin access or assign additional admins from the app.

Removed members can be re-added. Removing someone from the group does not permanently block them. If you need to bring them back, tap "Add New User to Crew" and select them again.

Removed members do not lose access to messages sent before they were removed. Message history is not wiped when someone is removed — this only affects future messages in the group.