How to Edit and Delete Chats

Get better control over project communication by allowing chat messages to be edited or deleted when needed. By enabling this flexibility, your organization can ensure clearer, more accurate conversations across teams.

Follow the steps below to edit and delete project chats as an admin or as another user (e.g. sales manager).

Editing And Deleting Chats As An Admin

Step 1: Navigate to the "Manage Projects" tab and click "Projects." Select your project.

Step 2: Click on the project ID.

Step 3: Click on the “Chat” tab above.

Step 4: Hover your mouse over the message. Click the edit icon to edit the message or the trash icon to delete the message.

Editing And Deleting Chats (Other Roles)

Step 1: Locate and click the “User Profiles” tab.

Step 2: Locate the required user (e.g. Sales Manager) and click on the eye icon.

Step 3: Click the “Project Chats” button.

Step 4: Toggle the Edit and Delete permissions on.

Step 5: Once the user logs in through their account, they can go to the “Project Chats” tab.

Step 6: Hover your mouse over the message. Click the edit icon to edit the message or the trash icon to delete the message.