Getting started with Channels

Getting started with Happeo Channels

In this article you'll learn how to create Channels and how to manage them.

If you would like to know more about Channels you can navigate to this article.

Create a Channel

The ability to create a channel depends on if the Happeo admin has given the permission through the admin settings. We recommend that you allow all users the ability to create Channels.

To create a Channel you will need to open the Channel tab. From here you can create a new Channel. To create a Channel you will only need to choose a name and give a Channel description.

Create channel

Fine tuning & Managing Channels

After creating a Channel you can fine tune the Channel to personalise it and ensure that it fits your use case. You can set the following:

Channel colour

The colour will be displayed in the left of the Channel name within my Channels section. This will allow you to colour code Channels that are related.

Choose header image

The header image will be displayed at the top of the Channel. Please see the recommended image specifications.

Manage Channel members

Here you will be able to change sharing options for Google users and groups in the Channel.

Happeo tools

Activate Channel tools such as discussion, files, calendar and hangouts

  1. Files: Connect an existing team drive or folder, or a new folder to the Channel for users to collaborate on. Any files shared in the Channel will be saved to this folder.
  2. Calendar: Add an existing calendar to the Channel or create a new one based on the Channel Participants.
  3. Hangouts: Allow Channel members to invite each other into hangouts directly from the Channel.

Channel discoverability

  1. Set the level of discoverability Restricted (default) - Not visible in discovery, join by sharing.
  2. Ask to join - Visible in discovery, anyone can ask to join from the discovery view.
  3. Anyone can join - Visible in discovery, anyone can join automatically, and also see the Channel without joining.

Set posting and commenting restrictions

Decide the level of participation by restricting commenting and posting.

  1. Anyone can post and comment (default).
  2. Anyone can comment, but posting is restricted to Channel Owner and Editors.
  3. Only the Channel Owner and Editors can comment and post.

Archive Channel

Archiving a Channel will remove it from the Happeo user interface and can only be undone my a Happeo admin.

Channel management

Adding members, Channel tools and posting

Channel overview

The channel page is made up of 3 sections:

  1. Channel Feed.
  2. Channel Navigation
  3. Channel Sidebar.
Screenshot 2019-01-02 at 15.40.09

Adding Members

After fine tuning the Channel settings you next need to add Channel members. This can be done from the Settings tab under manage members or via the Channel Members tab. You can add either specific users or Groups. When users or Groups have been added they will be notified that they have been added to the Channel and it will show in their Channel overview.

adding mambers

Customising Channel Sidebar

The Channel Sidebar is visible to all Channel members and can be customised with different Channel widgets such as:

Channel Links: These links act as quick links for Channel members where they can link Happeo pages, Drive and external content.

Upcoming Events: This widget will show any upcoming events on the Channel calendar.

Important Files: Allows you to link Drive folders or files that are important for the Channel members.


Using the Channel Feed

In the Channel Feed you are able to post, comment, like, share documents and tag people similar to other social platforms.

Channel feed