--- title: How to Create and Customise a Group Chat slug: portal-sub/how-to-create-and-customise-a-group-chat docTags: createdAt: 2026-03-04T12:03:13.710Z --- # Overview & Requirements When a care team or administrative staff member needs to discuss a particular topic or patient with multiple individuals, they can initiate a group conversation within Profile. These groups can be customised and added to over time. This article will cover that process.  ## Requirements - Profile version 9.0 and above # Create a Group Chat There are two ways to create a Group Chat. The method chosen, depends on if you know the members you wish to add, or if you need to conduct a more thorough search first.  ## Create a Basic Group Chat If you know the names of the members you wish to include in the chat, you can add them individually by following the steps below: ::::WorkflowBlock :::WorkflowBlockItem Click on the compose button. A new conversation view will appear. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/zRUEYpYnKm3BgJBitd2Dm_s03tlze49q4kjw1bsq8w8abw4lm6cedw.png" size="10" isUploading="false" initialPath="assets/s03tLZE49q4KJW1bsQ8w8ABw_4Lm6cEd_w.png" githubPath="en/Communication in Profile/Chat/assets/s03tLZE49q4KJW1bsQ8w8ABw_4Lm6cEd_w.png" position="flex-start" showCaption="false"} ::: :::WorkflowBlockItem Individually type in the names of the people you wish to include in the group. Remember, you need to type in at least the first three letters of the participants name and then select the name as it appears from the drop down list. Complete this process until all group participants are included. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CqrH4o62oKa0f-2mPXye4_rmhta67e4smag8kch6j3krofen-oby6fa.png) ::: :::WorkflowBlockItem Compose your message in the **Type a new message here...** box, and click the **Send** button. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kQDyiwgG_-vb7TFAsaw0V_dsjyq5q2qq5-oqhlbakajb76xollyidh4a.png) ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Jd1QFpjU78EZY4o5PP1eM_wd64tflndao8-8xzicwtlarlo8ognhnunq.png) - If a chat exists with the selected participants, the chat conversation history window on the right-hand panel will open, showcasing the new message. - In the absence of an existing chat with the selected participants, the system will present the new chat screen and establish a fresh chat after the initial message is sent.  ::: :::: ## Create Group Chats Using Filters If you do not know the names of the members you wish to include in the chat, for instance if you need to add various members from a number of different POSs and Roles, you can create a filtered search by following the steps below: ::::WorkflowBlock :::WorkflowBlockItem Go to the **Contacts** tab on the left-hand panel. ::: :::WorkflowBlockItem Select a **POS **and, if required, select from the other filters options within** Role,** and** Availability**. A list of relevant participants will appear in the **Contact** List to choose from.  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tEUohpX4vZVz_sdkVX-HS_r0q2kp17izt-zaofhnbvoz5ipc6kxxww.png" size="59" isUploading="false" initialPath="assets/r0q2KP17iZt-ZaOfhn_bvOZ_5ipC6KXxww.png" githubPath="en/Communication in Profile/Chat/assets/r0q2KP17iZt-ZaOfhn_bvOZ_5ipC6KXxww.png" position="flex-start" showCaption="false"} ::: :::WorkflowBlockItem Select the necessary participants.  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pg6a6d7RnOjVDWeJslQsl_21rvxsetzvnbkjygbfozori7idgbyu1bkq.png) ::: :::WorkflowBlockItem Click on the **Create Chat **button in order to start a new chat with your chosen participants.  - If a chat already exists with the selected participants, the chat conversation history window, on the right panel, will open.  - If there is not a pre-existing chat with the selected participants, the system will present the new chat screen and will establish a fresh chat, once the initial message has been sent. ::: :::: # Customise a Group Chat ## Name a Group Chat Once the Group Chat is set up, you have the ability to name it. So, if the conversation revolves around a particular topic, patient, etc. the Group Chat can be named to reflect this. This can also help when trying to find important conversation history, at a later date.    1. Click on the pencil icon next to the participants list. The Name Group Chat window will appear. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gQ3MYlezDCXbwuP7jyr5Q_tiie4ug9ma4hymcampz3wzl3dl47z8cjcw.png" size="10" isUploading="false" initialPath="assets/TIIe4Ug9ma4hyMcamPZ3WZl3dl47Z8cjCw.png" githubPath="en/Communication in Profile/Chat/assets/TIIe4Ug9ma4hyMcamPZ3WZl3dl47Z8cjCw.png" position="flex-start" showCaption="false" indent="2"} 2. Type in the name of the Group Chat and click **Save**. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AUMM4p_GWtmIDe82ScMtJ_ljd6pbgs2spupxjfbhg5o7dlaskffq-fwa.png" size="67" isUploading="false" initialPath="assets/LJD6pbGS2sPUPXJFbhg5o7dlAsKfFQ-FwA.png" githubPath="en/Communication in Profile/Chat/assets/LJD6pbGS2sPUPXJFbhg5o7dlAsKfFQ-FwA.png" position="flex-start" showCaption="false" indent="2"} 3. The participants list has now changed to reflect the name change. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sZm6rZL2B39qc_P9ccj2R_ekkj-1gs4uvevob4klmcblghkrmhmxi5q.png" size="100" isUploading="false" initialPath="assets/Ekkj-1gS4Uv_evOb4KLmCBlGhKRmHMxi5Q.png" githubPath="en/Communication in Profile/Chat/assets/Ekkj-1gS4Uv_evOb4KLmCBlGhKRmHMxi5Q.png" position="flex-start" showCaption="false" indent="2"} ## Remove Group Chat Name If the current Group Chat name is no longer relevant, for whatever reason, it can be changed or taken out all together.  1. Click on the pencil icon next to the participants list. The **Name Group Chat** window will appear. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-mLLkHXUh7Nbudxjbcc4O_zorv4cqgwuetgvj4xjefafb0ieotjxtdaa.png" size="10" isUploading="false" initialPath="assets/zOrV4cqGWuEtGvj4xJEFaFb0ieOtJXTdAA.png" githubPath="en/Communication in Profile/Chat/assets/zOrV4cqGWuEtGvj4xJEFaFb0ieOtJXTdAA.png" position="flex-start" showCaption="false" indent="2"} 2. Either remove the name and click **Save**, to take away the customised name OR remove the current name and type in a more relevant name and click **Save**. ## View and Add Additional Participants to an Existing Group Chat 1. Select the appropriate group. 2. Click on the Chat Participants button. All participants in the chat will be visible here.  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HIOuupRnITphuwv_wsXZh_9xrbtvcjs4s210vn9fcsg0syyoj-ir6lg.png" size="10" isUploading="false" initialPath="assets/9x_rBTvCJs4S210VN9fcSG0sYyoJ-ir6Lg.png" githubPath="en/Communication in Profile/Chat/assets/9x_rBTvCJs4S210VN9fcSG0sYyoJ-ir6Lg.png" position="flex-start" showCaption="false" indent="2"} 3. Click on the **Add** Participants button, if you wish to add more participants to the chat.  4. Type in the name of the participant(s) you wish to add.  5. Click on the **Add** button.  6. Click on the** x** button to close the Chat participants window. :::hint{type="info"} **Note: **When a new member is added to a chat, they will have full access to the conversation history that existed before they were added to the chat. ::: ## Chat Notifications When someone sends you a message in the Chat feature, a pop-up notification will appear at the bottom right-hand corner of your screen.  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ARLC1pD6KOU1cqkpoq3_m_sttd6931ihudn3htj5z0sslvq4mmteza.png" size="43" isUploading="false" initialPath="assets/-_Sttd6931ihUDN3hTJ5Z0sSLVQ4mMtEZA.png" githubPath="en/Communication in Profile/Chat/assets/-_Sttd6931ihUDN3hTJ5Z0sSLVQ4mMtEZA.png" position="flex-start" showCaption="false"} Clicking on the pop-up notification will take you directly to the Chat feature in Profile. From there, any unread messages will appear, in bold, on the left panel of the Chat feature. Simply click on the bolded messages to read and respond. There will also be a Work Notification for new unread chat messages that will remain even after the pop-up notification disappears. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SGXCDgHz_DKnrw71WeVKm_7upbzhvasc0eidl95a9sjeok6msyqdgxzw.png" size="21" isUploading="false" initialPath="assets/7upBzHvAsC0EiDl95A9sjEok6MSYQdgxZw.png" githubPath="en/Communication in Profile/Chat/assets/7upBzHvAsC0EiDl95A9sjEok6MSYQdgxZw.png" position="flex-start" showCaption="false"} # Learn More - [The Enhanced Chat Feature in Profile](docId\:tzw_XR36G_BxrJxdONCb6) - [FAQs: Profile's Enhanced Chat Feature](docId\:OgdgQ1tQ0YtEL1ELzFxZ0) - [How to Configure the Enhanced Chat Feature](docId\:A1r0rTUKLDtotckriztuN) - [How to Start an Individual Chat](docId\:wSsUikpP-mooUC1P0mTsP) - [How to View Conversation History in Chat](docId\:C7MbLXpfU5I-mHiaqH2lj) - [How to Change Your Availability Status in Chat](docId\:kwFJgTf6OVjqBNrbf0Xoa)