Creating a channel
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Click the + button
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Bolster opens a settings modal
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Enter a channel name
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Example: 123 Oak Lane – Client
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Example: 123 Oak Lane – Internal
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Select company members
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Choose the teammates who need access
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Select client members (if needed)
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Add the client contacts who should see and participate
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Save to create the channel
Editing a channel
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Open the channel you want to update
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Click the gear icon in the top right
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Bolster reopens the same settings modal
From here, you can:
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Rename the channel
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Add members
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Remove members
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Company members
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Client members
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Save your changes when you finish.
Searching for channels
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Go to the search bar in the top left
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Type a channel name or keyword
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Select the channel from the results to open it
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Clear the search to return to your full channel list