Creating, editing and searching channels

Creating a channel

• Click the + button
• Bolster opens a settings modal

• Enter a channel name

  • Example: 123 Oak Lane – Client
  • Example: 123 Oak Lane – Internal

• Select company members

  • Choose the teammates who need access

• Select client members (if needed)

  • Add the client contacts who should see and participate

• Save to create the channel

Editing a channel

• Open the channel you want to update
• Click the gear icon in the top right
• Bolster reopens the same settings modal

From here, you can:

• Rename the channel
• Add members

• Remove members

  • Company members
  • Client members

Save your changes when you finish.

Searching for channels

• Go to the search bar in the top left
• Type a channel name or keyword
• Select the channel from the results to open it
• Clear the search to return to your full channel list