Add a project manager (PM) or project coordinator (PC) to the XTRF Chat

When a new PM or PC is added to a project, they're automatically added to all project-related chat rooms and assigned the Manager role. All managers can perform the same actions in the XTRF Chat - read all the messages in all project's chat rooms, access individual chat rooms with vendors, etc.

Remove a PM or PC from the XTRF Chat

Managers can be removed from the workspace by the workspace administrator (see the XTRF Chat for Admins article).

Alternatively, deleting the manager's user account on the Home Portal or erasing their personal data from the XTRF Platform will also result in losing access to the related workspace.

As a result, a PM or PC will receive an e-mail notification about being removed from the workspace.

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The workspace in question will be removed from their list of workspaces in the standalone Chat application.

Add a vendor to the XTRF Chat

Once a vendor has been assigned to a job, the vendor contact person is added as a member to the All project members chat room, and an individual chat room with the managers is created.

If a vendor has several contact persons, only the one listed in the People card in Smart projects or the Job - Main Data tab in Classic projects will receive an invitation.

If you change the vendor contact person in the project, the newly selected contact person will also be invited to the chat.

Remove a vendor from a chat room

If you unassign a vendor from a job, the related vendor contact person is automatically removed from the All project members chat room. Their individual chat rooms become inactive.

Remove a vendor from the workspace

Vendors can be removed from the workspace by the workspace administrator (see the Admin workspace panel article).

Alternatively, deleting the vendor's contact person profile on the Home Portal or erasing their personal data from the XTRF Platform will also result in losing access to the related workspace.

As a result, the vendor contact person receives an e-mail notification about being removed from the workspace.

The workspace in question will be removed from their list of workspaces in the standalone Chat application, and their data will be anonymized (see the https://help.xtm.cloud/xtrf/chat/en/vendor-anonymization.html article).

Admin rights can be granted only to an existing workspace member. To create an admin user, please contact the XTRF Helpdesk and provide the e-mail address of a chat user with a manager role. The selected user will receive an e-mail invitation to join the workspace as an admin.