Starting Chats

You can start a chat in Accolade from any project page with Microsoft Teams or Slack depending on the collaboration tool your organization uses. You can chat with one team member, all team members or team members in any project team; however, Slack is limited to chatting with six.

Note:  Users must have an email address defined in their user profile to participate in chats. All users included in the chat must be setup to use the same chat collaboration tool. See your Accolade Administrator for set up.

To start a chat with any team member from a project page:

1. In any Accolade project, click next to the in the upper right corner of the page.
2. Click Chat.

3. The names of the Accolade team members are checked by default. Uncheck the names of those you do not want to chat with and click OK.

   Microsoft Teams or Slack opens (depending on the collaboration tool your organization uses) and allows you to start a chat.

To start a chat with a project team member from the Team pages in a project:

1. In any Accolade project, click to access the project team.
2. Click next to the project team you want to chat with and click Chat.
3. The names of the Accolade project team members are checked by default. Uncheck the names of those you do not want to chat with and click OK.

Microsoft Teams or Slack opens (depending on the collaboration tool your organization uses) and allows you to start a chat.

Note:  If you've reached the character limit for project team members, you can uncheck a name.

To start a chat in a Microsoft Teams channel from an Accolade project:

Note:  This option is only available on projects that are connected to a Microsoft Teams channel.

1. In the Accolade project, click next to the in the upper right corner of the page.
2. Under the name of the Microsoft Teams channel, click on Post in Channel.

Microsoft Teams opens in the connected channel with a link to the project in the message body, allowing you to start a conversation with the members of the Microsoft Teams channel.

Notes:    Restricted Team Members are restricted to the details of the deliverables and activities they own and do not have access to the chat option in other project areas. However, these users can set up callto: links to project members through their My Profile page.