Channels & Auto-Enrollment

Channels provide a structured way to communicate with groups of employees. To reduce manual management, channels can be configured with auto-enrollment rules that automatically add users based on their profile attributes. Users with Admin privilege are allowed to create and modify channels.

1.1 Channel Types

Messaging supports both Public and Private channels:

• Public Channels

  • Open to all employees

  • Any employee can access and join

• Private Channels

  • Invite-only

  • Identified by a lock icon

  • Membership is managed by admins

Auto-enrollment can be enabled for both channel types.

1.2 Channel Creation

When creating or editing a channel, administrators can enable auto-enrollment filters.

1. Navigate to Messages > New > Create Channel (or edit an existing channel by clicking on Add Members).

2. Enter the Channel Name.

3. Select the Channel Type: 

   Public: Any employee can browse and join the channel.

   Private: Invite-only; only added members can access the channel. A lock icon indicates a private channel.

4. Configure the enrollment criteria using available filters. 

5. Review all the rules and members in the Preview screen. 

6. Click on Create Channel to save the channel.

Once created, users matching the criteria are automatically added to the channel and users who don't match the criteria or terminated users are removed from the channel.

1.3 Auto-Enrollment Filters

Auto-enrollment rules are based on user profile attributes. Multiple filters can be applied together. They are single/multi select. 

• Department 

• Team 

• Position

• Location

• Employee (Manual selection) 

Users must match the configured criteria to be enrolled.

Note: For auto-enrollment to function correctly, each user profile must include accurate metadata as per configured rules.

Auto-enrollment is evaluated in real time:

• When a new user joins the organization

• When an existing user’s profile is updated

• When an existing user is terminated

If the user matches one or more auto-enrollment rules:

• They are automatically added to the relevant channels

1.4 Manual Overrides

Auto-enrollment does not restrict manual management.

• Users can still be manually added to a channel by selecting single/multi users from Employee filter

• Users can be manually removed, even if they match the auto-enrollment criteria

• Manual changes do not disable auto-enrollment for other users

This provides flexibility while maintaining automated channel management.