Set up Team Connect for your workspace
Learn how to set up Team Connect so your team can message each other.
In this article
About Team Connect
Team Connect is a paid add-on for team messaging in Fresha. Once activated, you can choose which channels new team members join automatically, who can access and post in conversations, and how each person is notified about new messages.
If Team Connect is disabled, the inbox is hidden for 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.
Activate Team Connect
Team Connect is a paid add-on, billed monthly per team member. You'll need workspace owner or admin permissions to activate it. Once activated, you control who on your team gets 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 will have access to team messaging alongside client messaging in Fresha Connect. All your conversations, in one place.
Set default channels
Default channels are the ones new team members join automatically when they're invited to your workspace. Use them to make sure new joiners land in the right places, like a #general channel or a social channel for all team members.
- 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 Team channels.
Manage team member permissions
Use team permissions to decide who on your team can access Team Connect and what they can do once they're in. Permissions are set per role, so you can apply the same rules to a whole role at once.
Permissions for Team Connect include:
- Access Team Connect: see the Team Connect inbox, channels, and direct messages.
- Create channels: create new public or private channels.
- Manage channels: edit, archive, or delete any channel 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 Access Team Connect, 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 Settings, select Billing, then Subscriptions, 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.