Chat Rooms#

Rooms are the shared spaces in Personeo where teams communicate around a specific topic, project, department, or workflow. Any workspace user can create a room and invite colleagues to join.

Room Types#

• Public Room — visible to all workspace members. Anyone can join without an invitation. Useful for company-wide announcements, general discussion, or community topics.
• Private Room — visible and accessible only to invited members. The room name and messages are hidden from non-members. Suitable for teams, projects, and sensitive discussions.
• Read-Only Room — only designated owners can post; other members can read and react. Ideal for announcement channels or policy updates.

Creating a Room#

1. Click the + icon next to the Rooms section in the Personeo sidebar.
2. Enter a Room Name (e.g., #sales-team, #project-alpha-2026, #general).
3. Optionally add a Room Topic — a short description pinned below the room name.
4. Choose Public or Private.
5. Invite initial members by searching their names or email addresses.
6. Click Create Room.

Managing Members#

Room administrators (the creator and any user they promote) can:

• Invite members — send an invitation to any workspace user
• Remove members — remove a user from the room (they will no longer see the room or its history)
• Promote to admin — give another member room admin privileges
• Transfer ownership — assign a new primary owner if the original creator leaves the team

In private rooms, only admins can invite new members. In public rooms, any user can share a room link and anyone with the link can join.

Room Settings#

Access room settings by clicking the room name in the header:

• Notifications — override the global notification setting for this room (All messages, Mentions only, Nothing)
• Pin messages — pin important messages to the top of the room for easy reference
• Archive room — make the room read-only and remove it from active navigation; history is preserved and searchable
• Delete room — permanently delete the room and all its message history (room admin only)

Room Directory#

Browse all public rooms in your workspace from Personeo → Explore Rooms. The directory shows room name, topic, member count, and last activity time. Click Join to become a member of any public room instantly.