Published at: 2026-09-17

Configure and manage chats


Set Chats application scope, basic rules and administrator permissions.

Before you begin

  • You need to have Chats application management rights.
  • If there is no Chats management entry point in Setup, please check the application permissions first.

Configure application scope

  1. Go to Setup > Application List > Chats.
  2. Open the Chats application configuration.
  3. Set up Chats application administrator.
  4. Set the visible range of the application.
  5. Save the configuration.

Configure Chats basic rules

  1. Go to Setup > Chats Management > Basic Settings.
  2. Set whether intra-organization messages are allowed to be forwarded to the organization Internet.
  3. Configure external contact rules.
  4. Configure system message rules when group members change.
  5. Save the configuration.

Verify configuration

  1. Log in to the user-facing interface using an employee account within the applicable scope.
  2. Confirm that the Chats entry point is visible.
  3. Check the quarantine results using a test account that is not in scope.
  4. Change members in the test group and check system messages.
[!WARNING] Message forwarding and external contact settings may affect organizational information boundaries. Before official launch, please confirm the security requirements.
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