Team chat: groups and direct messages

With the Team chat you write to your colleagues right inside allverto – in groups (e.g. per department) or as a direct message to one person. You simply link orders, items and customers in the text; one click opens them as a window.

#Opening the team chat

At the top right of the header, between the bell and the gear, you find the speech bubble. A red counter shows how many unread messages are waiting for you.

• One click opens a compact chat window below the header – with search, your groups and your direct messages. That way you reply quickly without leaving the page.
• Open in full screen takes you to the Team chat page: on the left the list with search, Groups, More groups (public groups you are not in yet, with Join) and Direct messages, on the right the conversation across the full width.

New messages appear instantly without reloading. Each conversation shows its unread messages as a counter.

#Groups

When the add-on is activated, allverto creates the group Everyone. All users of the company are members; it cannot be left.

You create further groups with New group (permission Manage team chat):

1. Enter a name and optionally a description, e.g. “Warehouse” or “Purchasing”.
2. Public – all users see the group under More groups and can join – or Private – only invited members see it.
3. Select the members and save.

Via the group's menu you can rename it, manage members and archive it (afterwards read-only). This requires the permission Manage team chat. Every member can leave a group (except Everyone) and mute a conversation – then there are no bell entries and no sound for it.

#Direct messages

With New direct message you choose a person and write to them directly. Only the two of you see a direct message. Once the other person has read your last message, Seen appears below it.

#Writing messages

• Enter sends, Shift+Enter starts a new line.
• **bold** and *italic* format text, links become clickable automatically. HTML is not executed but shown as text.
• @ opens the person picker: the mentioned person gets a separate notice. @everyone mentions all members in a group. Mentions are highlighted in colour.
• Reactions: hover over a message and choose 👍 ❤️ 😂 😮 ✅ or 👀. A second click removes your reaction.
• Reply: Reply puts the message as a quote above your answer.
• Edit and delete: you can edit your own messages (they then show “edited”) or delete them – “Message deleted” appears in their place.

#Attachments

Using the paper clip, by pasting (Ctrl+V) or by dragging in, you attach images (PNG, JPEG, GIF, WebP) and PDF files up to 10 MB. allverto checks the file type by the file's content, not just its extension; other files are rejected.

#Linking orders, items and customers

Write a number with # in front – e.g. #AU-12345 for an order, an invoice or document number, a purchase order number, a customer number or an item number – or paste a copied allverto link to an order, item or customer. In the message it turns into a chip; one click opens the matching window. If you lack the permission (e.g. View orders), the chip is greyed out and a click tells you why.

#Notifications, sound and “Do not disturb”

• The bell combines new messages per conversation into one entry, e.g. “3 new messages in #Warehouse” or “New message from Max”. Mentions get their own entry (“Max mentioned you in #Warehouse”). One click opens the conversation.
• For new messages, allverto plays a short sound. You switch it off under Chat settings.
• Do not disturb (also under Chat settings) switches off bell entries and sound for the team chat. The counters for unread messages remain.
• The team chat does not send emails.

#Permissions

You assign the permissions under Settings → Roles & permissions (more).

#Data protection and retention

The team chat only applies within your company; other companies and tenants see nothing of it. allverto support does not see any chat content during support access either.

In the Chat settings (icon next to the search in the team chat), users with the permission Manage team chat set the retention in the Manage team chat section: messages older than the chosen number of months are deleted automatically every night, including attachments. The default is off – messages are kept indefinitely.