Phase 1: Create Channels

Navigate to the "Timeline" section

Scroll to the right of existing channels and click the empty square with + Add channel

• [ ] For each channel (e.g., "General News," "Security," "Events"), configure the following:
  • [ ] Name: Give the channel a clear title
  • [ ] Description: Explain what this channel is used for
  • [ ] Background Image: Upload a cover image (16:9 format recommended)

Under the "Advanced options" for the channel you can configure:

• [ ] Auto-Follow: Decide if all users follow this channel by default (useful for critical info)
• [ ] Unfollow Permission: Decide if users are allowed to opt-out (unfollow) this channel
• [ ] Comments: Enable or disable comments by default for messages in this channel
• [ ] Public Visibility: Toggle if messages are public by default (for API/Third-party integrations)
• [ ] Permitted Message Types: Define which types of posts are allowed here (Update, Event, Offer, Survey, Warning)

Phase 3: Define Permissions (Who can do what?)

Configure the specific rules for the channel:

• [ ] Writers: Select who is allowed to post messages in this channel (e.g., Community Managers only, or specific groups)
• [ ] Limit Recipients: Restrict who can read messages in this channel (e.g., "Tenants only" or "Security Staff only")
• [ ] Default Recipients: Select who is pre-selected as a recipient when a new message is written (saves time for the writer)

Note: You can filter these permissions by Groups, User Roles, Custom Fields, or specific Companies/Households.

Phase 4: Posting & Message Strategy (Ongoing)

When writing a message, verify the following checklist:

• [ ] Select Channel: Choose the appropriate channel for the topic
• [ ] Select Type: Choose the correct format (Update, Event, Offer, Survey, Warning)