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Sharing Conversations and Managing Conversations Settings

This guide explains how to share conversations with others and manage their settings.

Written by Denitsa Zhelyazkova

You can control who has access to a conversation, share it, and adjust its settings. Below, we’ll go over these options in more detail.

Conversation General Access Settings

When creating a conversation, you can choose between these General Access levels:

  • Private

  • Shared with Clients

  • Internal

Your choice can be changed at any time.


Sharing Conversations

Once a conversation is created, you can share it with clients or team members using the Share button in the top-right corner.

To learn more about sharing resources, see Sharing Resources with Users in Your Workspace.


Managing Conversation Settings

You can manage a conversation using the More options (gear) button in the top-right corner.

From there, you can:

  • Manage the General Access setting (Private, Shared with Clients, or Internal) and the users invited to the folder. This opens the Share modal, where you can update access settings, create a public link, manage existing access, and invite additional clients, companies, and team members.


    You can learn more about the different General Access levels here - Access Levels and Resource Permissions in Kitchen.

  • Customize the conversation’s icon and description

  • Move the conversation to another folder or to the root level

  • Move all messages to another conversation

  • Copy the link to the conversation

  • Create messages via email. Read more about it here

  • Archive or delete it

These options are also available by hovering over the conversation in the sidebar and clicking the three dots.

Note

Archiving a conversation moves it to Browse → Archive.

Deleting a conversation moves it to Browse → Trash.

You can restore it by opening the three-dot menu when you hover over the conversation and selecting Restore.

Items in the Trash are permanently deleted after 30 days.

To learn more about message settings and threaded replies, check this article.


Need additional assistance? Contact support.

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