Create channel error - option does not allow my to add multiple clients?

post by Lukumades_Global on Apr 9, 2025

post by marlon on Apr 9, 2025

Hi!

In the Files App you have two options:

First, you can create a shared channel where everyone knows of each other's presence. If you select this option, all clients you include in the channel must be part of the same company. Think of this as a safety check – we want to make sure you don’t accidentally upload files in a shared environment that are confidential.

Second, you can mass file share. With this option, you are sharing the same files/folder to many clients/companies but no new channel is created and the clients don’t find out about each other.

post by Lukumades_Global on Apr 9, 2025

Hi Marlon, thanks for your reply.

I’ve just subscribed to the platform. All users are internal; however, I still can’t invite users. It limits me to selecting one user.

See loom screen recording here demonstrating my issue.

post by Veronique_Cadet on Apr 9, 2025

Hi there,

Thank you for reaching back out!

The reason you are unable to create a message channel with these two clients is that they are not in the same company. Only clients in the same company can be in a group channel. Also, it appears you do not have companies enabled. To enable companies, go to Settings > General and toggle on the Enable companies setting.

You can find more information about clients and companies in our Copilot Guide here.

Please let us know if you have any other questions. We are always here to help!

post by Lukumades_Global on Apr 9, 2025

Hi Veronique, that works - thanks for the info.

post by Veronique_Cadet on Apr 9, 2025

No problem! Always happy to help!

post by Ryan_Glasgo on Apr 15, 2025

Hello @Veronique_Cadet - thanks for the info here. Reopening this thread since I’m wondering if it could be possible to create a channel with multiple clients on it so we can all interact directly?

Ideally, would like to have multiple separate clients on a single channel in messages if possible, even if that means enabling this somehow?

post by Veronique_Cadet on Apr 16, 2025

Hi @Ryan_Glasgo

Thank you for reaching back out!

Clients can only be in the same message or file channel if they are in the same company.

If they are in the same company, you can create a Company channel or create a group channel. A group channel is a channel with two or more clients from the same company.

We have more information about client and company channels in our Copilot Guide here.

Please let me know if you have any other questions. I am here to help!