Using Convivial Circle (Rocket Chat)

Rocket Chat is the app on which our community, Convivial Circle, runs.

You can access Rocket Chat via any browser (on the computer or on mobile), a downloaded program, or a mobile app.

Convivial Circle terms & definitions

  • channel – a chat “room” where specific conversation happen. They are prefaced by a hashtag. There are public channels (still private within our community), private channels only visible to those in them (indicated by a lock icon), and direct message channels between any users.
  • registration – registering on Rocket Chat is separate from registration on the course dashboard. The two are, unfortunately, not connected. You cannot create an account on the primary login page because the community is private. If you need instructions to access the platform or create a user, click here for those instructions.
  • stand up group – these are accountability groups you’re put into when you join Convivial Circle and introduce yourself. First you’re added to a novice channel where you’ll practice weekly reviews and checking in. Once you’ve demonstrated consistent follow-through for at least a month, you will be moved into a small group for weekly accountability on your goals for each week.

Why do some people have four letters by their name? #

Some people choose to indicate their Myers-Briggs type in their displayed name. This is entirely optional, but a fun way to explain a little about yourself in a shorthand way.

Why do some people have icons by their username? #

Icons are added by team admins upon a user’s meeting of certain milestones.

🏆 – indicates those who have worked through a 6-month Simplified Organization Community Coaching group and participated significantly enough to “graduate.” Such members don’t stop improving and progressing, nor have they completed every step of the program, but they stuck with it enough to see marked change. Such graduates also get a prize packet in the mail. See more at Community Coaching Path.

đź’ź – indicates those who have participated consistently enough in a standup-novice group to level up into a private small group stand up. See more at Stand Up Groups.

Can I change my display name? #


Unread messages #

Channels with new messages appear bolded.

When using the Unread Mode, a new section called Unread appears on the left sidebar. All channels with unread messages move to this new section until the messages have been reads.

To activate Unread Mode, go to My AccountPreferences. Change the Sidebar channel list mode setting to Unread Rooms Mode.

Mentions #

When someone mentions you with @username@all or @here, a symbol or a number will appear alongside the channel name. When mentioned, an @ symbol appears next to your name. If someone mentions @all or @here a number will show up showing the number of times the mention is specific to you.

Notifications Preferences #

There are several notification settings a user can customize to channels. To find notification settings for a specific channel, go to the channel and click the More symbol at the top-right of the chat view. Then, select Notification Preferences.

  • Mute/Receive alerts: Receive or mute any notifications from a channel.
  • Mute/Receive mentions: Receive or mute notifications for mentions while receiving notifications for messages in a channel.
  • Hide/Show counter: Show the number of unread messages for a channel.
  • Notification sound: Choose a sound for notifications besides the alerts default Desktop. Mobile currently supports only the alerts inside your mobile device. You can also select when to play the alert, duration of the alert, and the alert itself.

Preferences #

Localization #

Set the language to use for the Rocket.Chat user interface.

Messages #

Enable or disable all desktop notifications, test desktop notifications, and configure:

  • The global notification duration in seconds
  • Enter key behaviour:
    • Normal mode (send with Enter)
    • Alternative mode (send with Enter + Ctrl/Alt/Shift/CMD)
    • Desktop mode (only sends with Enter on desktop)
  • View mode
    • Normal: The default spacing between messages
    • Cozy: More space between messages (less on the screen)
    • Compact: Less space between messages (more on the screen)
  • Offline Email Notifications
    • Disabled
    • Every Mention/Direct Message

As well as enable or disable the following preferences:

  • Unread Tray Icon Alert: Toggles if the tray icon highlights when you have unread messages
  • __Use Emojis: Toggles emojis in messages
  • Convert ASCII to Emoji: Toggles emoji conversion when inputting ASCII characters
  • Auto Load Images: Disables clicking on images to preview them
  • Save Mobile Bandwidth: Saves mobile data when the app is open
  • Collapse embedded media by default: Toggles if messages with files collapse by default
  • Unread Rooms Mode: Creates a new section on the channel list with all channels with unread messages
  • Hide usernames: Hides usernames on the channels, showing only the users avatars
  • Hide roles: Hides role tags from users
  • Hide right sidebar with click: Automatically closes the right sidebar when clicked.
  • Hide Avatars: Hides avatars on the channels, showing only the users’ usernames
  • Group by Type:: Groups your channels by Type or merge them in a single list

Highlights #

Specify a comma-separated list of words or phrases to trigger notifications for when mentioned by anyone in public or private channels of which you are a member

Sound #

Configure audio notifications used for the following:

  • New Room
  • New Message

Available audio notifications:

  • None
  • Beep
  • Chelle
  • Ding
  • Droplet
  • Highbell
  • Seasons

Profile #

Verify and edit the following profile information:

  • Name
  • Username
  • Email
  • Set a new password

Upon verification of your email by the Rocket.Chat server, a check appears alongside it.

Should you need another verification email, select the Verify email option.

To set or change your avatar for a Rocket.Chat server, click on one of the images beside your current avatar. To upload a new avatar, click the Upload Avatar option.


Messages – actions you can take #

Message actions allow you to interact with messages that you’ve already posted.

To open the message actions menu, place your mouse over the message and click the actions menu on the left.

Edit messages #

To edit a message, click on the edit option on the message actions menu. You can also place your cursor in the message box and press the Up arrow to edit your last message.

Draft messages #

Rocket.Chat saves drafts of all message edits so you can return to edit later. When drafting a message, press Escape to discard the draft.

Delete messages #

To delete a message, click Delete in the message actions menu.

Star messages #

Star messages to make the message easier to find it later. To star a message, click Star option in the message actions menu. If you want to remove the star from an already starred message, click Remove Star.

Find starred messages by going to the channel actions menu and clicking Starred Messages.

Starred messages are per chat room and are not global; each room has its list of starred messages.

Pin messages #

Pin a message to a channel to make that message easily accessible to all user’s on the channel. To pin a message, select the Pin Message option in the message actions menu. Remove already pinned messages by selecting Remove Pin.

The administrator of a Rocket.Chat team sets the permissions for who can pin messages in a channel. By default, only administrators, moderators, and owners of the channel can pin messages .

Reactions #

You can react to messages with emoji.

To add a reaction to a message, go to the message, click on the smiley face icon on the right of the message and then choose an emoji.

You can see other user’s emoji reactions beneath the message. To react with the same emoji as another user, click the emoji. You can also remove your reaction by clicking on your emoji.

Permalink a message to creates a URL directly to that message in the chat.

Click on the Permalink option in the message actions menu. This copies the message into your clipboard.

Copy a message #

To copy the contents of a message to your clipboard, click on the copy option on the message actions menu.

Reply to a message #

Reply to a message to quote a message from another user. The reply automatically triggers a notification sent to the message’s original author.

There are two options for replies:

Use Reply in Thread to start a new thread underneath the original message. Threads create a string of messages that quote the original. Use Reply in Direct Message to quote the original message in a direct message to that user.

Quote a message #

Quote a message to respond to another user’s message without notifying the user directly. Select Quote in the message actions menu.

Compose messages #

To compose a message in Rocket.Chat, go the channel or user you want to send a message. Type the message box and press Enter or the Send Button.

If you want to add new lines of text, press Shift + Enter to add a new line.

Cursor movement #

While writing or editing messages, you can move the cursor using the arrow keys. Where the cursor moves depends on the wrapping of the text.

Hold Alt or Command while pressing the right or left arrow keys to move the cursor to the beginning or end of the message.

Notify other team members #

To get the attention of a specific team member in a channel, type @ followed by their username, for example, @username. The mentioned user sees a red badge on the channel or is notified via email or their mobile device if they’re not online.

You can also notify everyone in a channel by typing @all. We recommend using @all sparingly. Although notifying everyone in the channel is useful for announcements, not every message requires this.

Send attachments #

You can send a variety of attachments on your messages, like files, audio, links, videos, and many more.

To access the attachment menu you can, click on the plus (+) icon on the message input.

Files #

You can select files using three methods:

  • By choosing the Select Files from Computer option from the attachment menu
  • By dragging and dropping the file on Rocket.Chat
  • By pasting an image from the clipboard

After selecting the file, add a name and a description of the file and press Send.

Remember that the server administrator can block certain file types from being uploaded.

Audio #

When using Rocket.Chat through a web browser give Rocket.Chat permission to use your microphone.

To start recording, click on the Create new Audio Message or the option in the attachment menu or the microphone inside the message box. To stop recording, click the green checkmark. The audio message automatically sends. You can choose to pay or download the message.

Video #

When using Rocket.Chat through a web browser give Rocket.Chat permission to use your webcam.

To start recording, click on the Create new Video Message option in the attachment menu, then click the red circle icon.

While recording, a stop button appears. To end the recording, press Stop.

Preview the video you recorded by pressing Ok. A window appears where you can watch, download, and name the video. To send the video, click Send or click Cancel to discard the video.

URL’s to other sites automatically generate a preview of that site’s content. Copy and paste the link into the message box to create the preview.

Emoji #

To insert an emoji, click the smiley face icon in the message box. Browse through emoji using the icon categories or through the search box.

You can also insert emojis by inputting an emoji code.

Emoticons #

Rocket.Chat changes common emoticons, or symbols used to represent emoji, to the equivalent emoji. For example, :) converts to the :smiley: emoji.

Disabling emojis #

Emojis can be enabled/disabled in Your Account settings under the Messages section.

When graphical emojis are disabled, emoji keywords and shortcuts display as regular text.

Formatting #

Use the following symbols to format text as desired:

  • Bold: *Lorem ipsum dolor*
  • Italic: _Lorem ipsum dolor_
  • Strike: ~Lorem ipsum dolor~
  • Inline code: `Lorem ipsum dolor`
  • Image: ![Alt text](
  • Link: [Lorem ipsum dolor]( or < |Lorem ipsum dolor>

Joining new channels and starting direct messages #

There are three ways of joining a public channel; through search, invites, or mentions.

For starting a direct message, you can either search the user you want to talk or click on that user’s avatar and click on the Conversation Button.

To search for channels and users, use the search bar under your account box. Alternatively you can press Ctrl/Cmd + k to access the search bar quickly.

A search will find channels (including the ones you are part of) and users. You can not search inside private channels.

When you click on a search result, the following can happen:

  • If the result is a channel, and you already aren’t part of it, you will join that channel;
  • If the result is a user, you will start a direct message with that user;

Leaving channels #

There are two options for leaving a channel:

  1. Hide: Remain a member of the channel but remove it from your list of channels on the left-hand pane.
  2. Leave: Remove the channel your list of channels and abdicate membership.

Every channel has an owner, and the owner of a channel cannot leave a channel until setting someone else as the owner of that channel.

To leave a channel, enter the command /part or /leave in the message window. Alternatively, hover your mouse over the channel in the list of channels on the left-hand side and click on the leave channel button.

To hide a channel, hover your mouse over the channel in the list of channels on the left-hand side and click on the hide channel button.

Creating Channels #

To create a channel, you need to click on the plus + button that is alongside the channel search bar.