Manage Team Connect settings
Learn how to activate Team Connect for your workspace, manage team access, and choose how your team communicates in Fresha.
In this article
Activate Team Connect for your workspace
Team Connect is a paid add-on billed monthly per team member. Workspace owners and admins can activate Team Connect and manage access through team permissions.
- From the main menu on the left of your screen, go to Add-ons.
- Under Team Connect, click on the View button.
- Select the View button under Team Connect to open the add-ons summary view.
- Click on the Continue button to review the monthly add-on cost.
- In the next step, review your payment method options and select the most appropriate payment method for your business.
- Click on the Enable button in the top right to activate Team Connect.
Once activated, your team can access team messaging alongside client messaging in Fresha Connect, keeping all your conversations in one place.
If Team Connect is disabled, Team Connect is hidden from everyone in your workspace. All existing channels and direct messages are kept safe and will be fully accessible again once Team Connect is switched back on.
Choose default channels for your team
Default channels are the channels new team members join automatically when they’re invited to your workspace. Use them to make sure new joiners are added to the right conversations from day one, like a general or team-wide social channel.
- From the main menu on the left of your screen, go to Settings.
- In the Add-ons section, click on Team Connect.
- Under Default channels, select the Add channel button.
- Select the channels you want new team members to join automatically.
- Click on the Save button in the top right to update your default channels.
Existing team members aren't affected by changes to default channels. To add an existing team member to a channel, see Create and manage channels in Team Connect.
Manage Team Connect access and permissions
Use team permissions to manage who can access Team Connect and what they can do. Permissions are assigned by role, making it easy to apply the same access settings across your team.
Team Connect permissions include:
- Access Team Connect: view channels, direct messages, and conversations
- Create channels: create new public or private channels
- Manage channels: edit, archive, or delete channels in the workspace
- From the main menu on the left of your screen, select Settings, then Team.
- In the left menu panel, select Permission roles.
- Select the permission role you want to edit, or click the Add button to create a new one.
- Under Team, scroll to the Team Connect section and select the checkbox next to each permission you want to grant.
- Click the Save button in the top right to update the permission role.
Team members in the updated group see the new permissions the next time they sign in. Without the Access Team Connect permission, the Team Connect inbox stays hidden.
FAQs
Team Connect is a paid add-on. Activating it adds it to your workspace subscription. To see what's currently active for your workspace, go to Subscriptions under your Billing settings to view the Add-ons section.
Existing channels and direct messages are preserved while Team Connect is off, but stay inaccessible. When you turn it back on, everything is restored exactly as it was, including members, history, and attachments.
Team Connect settings apply at the workspace level. Use team permissions to control which team members at each location can access Team Connect and which channels they're added to by default.
Check the team member's role permissions include access to Team Connect. Without that permission, the Team Connect inbox is hidden even when Team Connect is enabled for the workspace.
To prevent a team member from creating a new channel, untick Create channels for the relevant permission role. Team members in that group can still join and use existing channels, but can't create new ones.
All team members are automatically added to the location channels. Additionally, new team members are added to the channels you've selected as defaults. They can join other public channels at any time, and existing channel members can add them to private channels.