Can I create multiple chats groups for one File?
How to manage multiple chats within a File.
Safari Portal allows you to create multiple chat groups within a File. Whether you need a separate chat for your clients, internal team members, or suppliers and partner agents, you can manage them all in one place.
Step-By-Step Instructions
From the Messaging Module
- Navigate to the Messaging module.
- If a chat has already been created, click the File name under Inbox in the left-hand panel to see all chats associated with that File, then click + New Group to create a new group chat.
- The total number of chats created for a File is displayed directly beneath the File name.
- If a chat has not yet been created, click +Create New to create a new chat.
- In the New Chat modal, choose who you would like to add to the chat.
- You can select from Partner Agents, Sales Consultants, Suppliers, Trip Leaders, and Travelers already associated with the File.
- To associate more people with the File, expand the File → click Information → add Travelers, Partner Agents, Suppliers, Trip Leaders, or Sales Consultants.
- If you add someone to a chat after it has been created, they will be able to see the full chat history.
- Click Start.

From the Messages Tab in an Expanded File
- Navigate to the relevant File on your Dashboard.
- Expand the File.
- Click Open File Details.
- Go to the Messages tab.
- Click +New Chat.
- You will see all chats associated with the File in the left hand Chat Groups panel under Inbox.
- In the New Chat modal, choose who you would like to add to the chat.
- You can select from Partner Agents, Sales Consultants, Suppliers, Trip Leaders, and Travelers already associated with the File.
- To associate more people with the File, expand the File → click Information → add Travelers, Partner Agents, Suppliers, Trip Leaders, or Sales Consultants.
- If you add someone to a chat after it has been created, they will be able to see the full chat history.
- Click Start.

Tips & Tricks 💥
- To add or remove people from a chat, open the chat, click the three dots in the upper right corner, and select Add Members or Remove Members.

- To rename a chat, click the File name in the Inbox, select the chat you want to rename, then click the pencil icon next to the chat name.

- To delete a chat, go to the Messaging module, click the File name in the left-hand panel, then click the three dots next to the chat name, and select Delete Chat.

Keywords: in-app messaging, multiple chats, one file, file chats, create chat, group chat, multiple chats, group messaging.
