Open Cora Chat
From the left navigation menu, click Cora Chat.
The Cora Chat page shows your conversation list on the left and the selected conversation on the right.
You can use the tabs to filter conversations by:
Inbox
Unread
Flagged
Groups
Select a Conversation
Click the conversation you want to manage.
The conversation header will show the chat name and the number of members in the channel.
Open the Conversation Menu
Click the three-dot menu in the top-right corner of the conversation.
The menu may show options such as:
Flag conversation or Remove flag
Add members
View details
Rename conversation
Leave channel
Open Chat Management
Click Add members.
This opens the Chat management window. This is where you can view current members, remove members, and add staff members to the conversation.
View Current Members
In the Chat management window, review the Members list.
You can use the Search members field to find a specific person.
Each member appears with their name and a Remove option, if you have permission to remove them.
Remove a Member
Click Remove next to the member you want to remove.
The member count will update after the user is removed.
A confirmation message may appear, such as Success: User removed from conversation.
Add a Staff Member
Under Add A Staff Member, click the dropdown field.
Search for or select the staff member you want to add.
After selecting a staff member, click Add.
The staff member will be added to the conversation, and the member count will update.
Close Chat Management
Click Done when you have finished managing the members.
This closes the Chat management window and returns you to the conversation.
Create a New Chat Channel
To create a new group chat, click Create near the conversation list.
The New chat channel window will open.
Use the Staff dropdown to search for and select staff members. After selecting the staff members, click Create channel.
Rename a Conversation
Open the three-dot menu and click Rename conversation.
Enter the new conversation name, then click Save.
Important: Some characters may not be allowed. For example, the system may show an error if commas are used in the conversation name.
Flag or Unflag a Conversation
Open the three-dot menu and click Flag conversation.
Flagged conversations can be viewed from the Flagged tab.
If the conversation is already flagged, the menu will show Remove flag instead.
Leave a Channel
Open the three-dot menu and click Leave channel.
A confirmation window will appear. Click Leave to confirm.
After leaving, you will no longer be able to send or receive messages in that conversation unless another member adds you again.
Important Notes
Add members opens the Chat management window for the selected conversation.
Removing a member only removes them from that conversation. It does not delete their staff account.
A user who has been removed may be added again later if they still have staff access.
The Add button may stay disabled until a staff member is selected.
The conversation member count updates after members are added or removed.
Use Leave channel only if you want to remove yourself from the conversation.
Use Flag conversation to mark an important chat for easier access later.
Troubleshooting
If you cannot see Cora Chat:
Check that you have access to the Cora Chat section.
Ask an administrator to review your permissions.
If you cannot see Add members:
You may not have permission to manage chat members.
Make sure you selected the correct conversation.
Ask an administrator to check your role access.
If the staff member does not appear in the dropdown:
Check that the person has an active staff account.
Try searching by their name.
Confirm they are eligible to be added to the conversation.
If the Add button is greyed out:
Select a staff member first.
Check whether the staff member is already part of the conversation.
Confirm you have permission to add members.
If you cannot rename a conversation:
Remove unsupported characters, such as commas.
Try a shorter conversation name.
Ask an administrator to check whether you have permission to rename conversations.
If you leave a channel by mistake:
Ask another member to add you back to the conversation.