Channels

Channels are named communication groups that control access to posts, ballots and documents.

The channels a user can access are determined by the user’s role.

The default channel configuration is:

1. Residents Channel visible to all residents, owners, directors, agents and administrators.
2. Members Channel visible to all owners, directors, agents and administrators.
3. Management Channel visible to Directors, Agents and Administrators only.
4. Directors Channel specifically restricted only to directors, even agents and administrators do not have access.

For each channel, we can explicitly configure the privileges the role will have within the channel as described below.

Please note, property management agents that have been granted access to the OMC automatically are allocated a role in the OMC. If a contact is directly created in the OMC, and allocated a role of agent, they would receive notification based on the channels notification settings. However, if a user is logged into a property management agency and automatically allocated it’s role in the OMC, such users do not receive notifications for new entries regardless of the channel notification settings. This is because it would be highly unlikely, that the property management agency, wants all of its property managers to receive every notification for every post in every OMC.

Posts, Documents and Ballots can also be filtered by Unit Type/Category and Area, so a user with access to a channel will only see items that are not restricted to a specific unit type or area. Non-unit roles, such as Directors, Agents and Administrators, see all entries in the channel regardless of type or area.

List View

table_rows Show Columns

Column	Type	Description
Name	text	The name of this communication channel, displayed to members in the portal.
Badge	badge	The colour badge as displayed to visually identify this channel.
Notes	longText	Description or internal notes about the purpose of this channel.

Detail View

table_rows Show Fields

Field	Type	Description
Name	text	The name of this communication channel, displayed to members in the portal.
Badge	badge	The colour badge as displayed to visually identify this channel.
Badge	picklist	Picklist to allow the colour used for this channel to be customised.
Notes	longText	Description or internal notes about the purpose of this channel.
Roles	grid	Defines which roles can access and interact with this channel, and what actions they can perform.
Role	picklist	The role being granted access to this channel.
View	boolean	Whether this role can view content in this channel.
Notified	boolean	Whether this role receives notifications when notifications are explicitly sent to this channel.
Create New	boolean	Whether this role can create new entries in this channel. This could for example be turned on to enable members to create new posts in the members channel. If this is turned on though, the OMC will need to be careful to make sure that such posts are appropriately moderated.
Add Comments	boolean	Whether this role can add comments to existing content in this channel, again, be careful to ensure that there is an appropriate moderation policy in place if users are allowed to post comments on content.
Vote	boolean	Whether this role can vote in ballots in this channel. For example, we want agents to be able to view content in this channel, but not to cast votes
Edit Existing	boolean	Whether this role can edit existing content in this channel.
delete	icon	Click to remove item from list

Available Actions

groups

Action	Description
groups Show People	Shows the users associated to this channel

Examples

Creating a Channel

Set up a new communication channel with the appropriate role-based access settings, controlling who can view, post, and receive notifications within it.

format_list_numberedSteps(17)

1. 1Click [Settings / Channels] on the main menu
2. 2Click on the new button
3. 3Enter a name for your new channel
4. 4Choose a badge colour for the channel
5. 5Type [This channel is for agents only — residents, directors and all other roles do not have access.] in the [Notes] field
6. 6Click the delete button to remove the Owner role from the channel
7. 7Click the delete button to remove the Owner Occupier role from the channel
8. 8Click the delete button to remove the Director role from the channel
9. 9Click the delete button to remove the Resident role from the channel
10. 10Click the delete button to remove the Key Holder role from the channel
11. 11Click the delete button to remove the Accountant role from the channel
12. 12Click the delete button to remove the Maintenance Staff role from the channel
13. 13Click the delete button to remove the Letting Agent role from the channel
14. 14Click the checkbox to remove comment rights from the System Admin role
15. 15Click the checkbox to remove comment rights from the Agent role
16. 16Click the checkbox to remove voting rights from the System Admin role
17. 17Click on the save button

Editing a Channel

Update a channel’s name, description, or access settings after it has been created.

format_list_numberedSteps(4)

1. 1Click [Settings / Channels] on the main menu
2. 2Click row where [name] is [Agents Only]
3. 3Click the checkbox to allow the Agent role to post comments in the channel
4. 4Click on the save button

Deleting a Channel

Remove a channel that is no longer needed. Any posts, ballots, or documents associated with the channel should be moved or removed first.

format_list_numberedSteps(4)

1. 1Click [Settings / Channels] on the main menu
2. 2Click row where [name] is [Agents Only]
3. 3Click on the delete button
4. 4Click [Delete] on the confirmation dialog

Viewing Channel Members

See which contacts currently have access to a channel based on their assigned role.

format_list_numberedSteps(9)

1. 1Click [Settings / Channels] on the main menu
2. 2Click row where [name] is [Members Channel]
3. 3Click the [Show People] action
4. 4Select [View] from the Privilege filter to see users who have that privilege
5. 5Close the Channel Profile List
6. 6Click [Settings / Channels] on the main menu
7. 7Click row where [name] is [Management Channel]
8. 8Click the [Show People] action
9. 9Select [View] from the Privilege filter to see users who have that privilege