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  • What is Workly?
  • Creating your account and setting up a workspace
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Projects & Tasks

41
  • Using Number, Text, and Date custom fields
  • Using the People custom field
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  • Managing chat groups — members, admins, and settings

Managing chat groups — members, admins, and settings

2 min read

Chat groups and channels in Workly let you organise conversations by topic, team, or project. As a group admin, you have full control over membership and settings.

Add members

  1. Open the group or channel
  2. Click the Members icon in the header
  3. Click Add Members
  4. Search for and select workspace members
  5. Click Add

New members can see the group’s message history from the point they were added.

Remove members

  1. Open the Members panel
  2. Find the member you want to remove
  3. Click the remove option

Removed members lose access to the group and its messages.

Promote to admin

Make a member an admin to give them group management permissions:

  1. Open the Members panel
  2. Click on the member you want to promote
  3. Select Promote to Admin

Admins can add/remove members, change group settings, and manage other members.

Demote from admin

Remove admin privileges from a member:

  1. Open the Members panel
  2. Click on the admin you want to demote
  3. Select Remove Admin

Change group name

Update the group or channel name:

  1. Click the group name in the header
  2. Enter the new name
  3. Save changes

Assign tasks from chat

Turn messages into tasks and assign them to group members directly from the chat. This helps capture action items during discussions without switching to the tasks page.

Frequently asked questions

How do I add members to a Workly chat group?

Open the group, click the Members icon, click Add Members, search for workspace members, and click Add.

How do I promote someone to admin in a chat group?

Open the Members panel, click on the member, and select Promote to Admin. Admins can manage members and group settings.


Updated on February 25, 2026

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Table of Contents
  • Add members
  • Remove members
  • Promote to admin
  • Demote from admin
  • Change group name
  • Assign tasks from chat
  • Frequently asked questions
    • How do I add members to a Workly chat group?
    • How do I promote someone to admin in a chat group?

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