Everything you need to know about Soraban
A conversation in our Soraban web application is unique to a user or a group of users. It can have multiple team members in the conversation at a time.
For example, let's say John is a client. When you invite John as a client on Soraban, a conversation will be created between you and John. Even though you might add multiple entities for John, there will only be one chat for John. Having one conversations eliminates having numerous threads and makes looking for information more concise.
Daniel, another team member in your firm, can join this conversation, not creating a different conversation.
However, suppose you add other clients as owners of one of John's entities. In that case, our software will automatically create a new conversation for all the members. A conversation for each member is necessary to keep personal information in distinct places.
If you were not the team member that invited a client but wanted to message the client, there are a few ways to first look for the conversation.
1. Use the Conversation Directory
Your first option is to browse through all conversations within your firm. First click the message icon on the top right of the web application, and then click the plus sign.
This may take a bit of time to load, but you'll be able to select any client-specific conversation within your firm. All conversations will list the client's name only – not their assigned team member.
2. Use the Conversation Page
A second option for finding a conversation is to search for an client or entity's dashboard right from the All Clients on the Overview page.
Once you've found the correct dashboard, select Conversation from the left side panel to see the conversation.
Lastly, if you prefer keyboard shortcuts: press the C button anytime you’re on our web app and type the name of a specific entity or client.
Managing Firm Users in a Conversation
Now that you found the conversation, you can add yourself by clicking Manage Firm Users on the right side.
You can add or remove any team member in the conversation but there must be at least one in the conversation.