Channel Management

The Channel Management module shows channel metadata for an application keyset. You can:

• Create channels
• Import channels
• Update channels
• Delete channels
• Manage membership

To start managing your channel and membership data, follow these steps:

1. Log in to the Admin Portal.
2. In the left sidebar, go to BizOps Workspace.
3. Select Channel Management.
4. Choose an app and keyset to manage channels.
5. If needed, configure your keyset following on-screen instructions.

Create channels

Follow these steps to create a channel:

1. In the Channel Management interface, click the Create Channel button.

   

   Table settings

   Use the table settings icon in the top‑right of each table to change the view. You can pin, reorder, or hide columns and change row height. The settings are stored in local storage and persist across refreshes and restarts on the same device.

   The channel creation modal opens.

   

2. Fill in the details. Only the channel ID is required. Click Create Channel.

   The new channel appears in the list.

   

Time zone

The Updated field displays time in your local time zone.

To learn more about the channel fields, refer to App Context methods.

Read-only objects

BizOps Workspace uses the JavaScript Chat SDK. Some features, like user moderation or message reporting, rely on technical channels and users. These names use prefixes such as PUBNUB_INTERNAL or REVIEWED. An "eye" icon marks these objects and their memberships. You can view details, but you can't edit or delete them.

Import channels

You can test Channel Management with sample data without creating channels manually.

With access to Insights, preview channel data without App Context setup.

You can import that Insights data into Channel Management as sample channels.

Click Import from Insights. The tool fetches up to 20 channels that sent the most messages in the last day with the requested data. If no messages were sent yesterday, it uses the previous day.

After import, the data is stored in App Context. Channels appear in Channel Management. The imported channels have:

• The name that matches the ID imported from Insights
• The imported type
• The sent_messages custom field with the number of messages at import time (used to select the top 20 channels)

If some imported channel data already exists in App Context, the importer skips it.

Underneath, the Import from Insights button calls the Insights API to get the top_20_channels for the by_messages category within the daily period (the last day that included relevant data). Check Insights documentation for details.

Under the hood

Update channels

Follow these steps to update the metadata of an existing channel.

1. Search for the channel. Click anywhere in the channel's table row to open the record. Or click the Actions menu (⋮) next to the channel and select View Channel.

   

   Optimize filtering on large datasets

   If you have a lot of channels, avoid the quick search box. It runs a slower contains search across all records. Use Filters with the OR condition and set an equals filter with the exact channel ID. The same approach works in User Management.

2. Edit the field you want to update and click the Save button.

   

Delete channels

You can delete an existing channel in one of the following ways.

Delete single channel

Follow these steps from the main Channel Management view:

Channel list

1. Select the channel to remove and click the Delete button.

   

2. When a modal pops up, click Confirm.

Actions menu

1. Open the Actions menu (⋮) next to the channel and select Delete.

   

2. When a modal pops up, click Confirm.

Channel details

1. Click anywhere in the channel's table row.

   

2. Click the Delete icon.

   

3. When a modal pops up, click Confirm.

Delete multiple channels

To remove multiple channels at once, follow these steps from main Channel Management view:

1. Select the channels to remove and click the Delete button.

   

2. When a modal pops up, click Confirm.

Manage membership

Manage user-channel membership from the Channel Management section.

Add membership

You can create user-channel membership in one of the following ways.

Follow these steps from the main Channel Management view:

Actions menu

1. Click the "More actions" icon next to the channel and select Assign Users.

   

2. Select the user on a modal and click the Add button.

   

Channel details

1. Click anywhere in the channel's table row.

   

2. Scroll down and click the View Memberships button at the bottom.

   

3. When the channel membership view appears, click Assign Users.

   

4. Select the user on a modal and click the Add button.

   

Update membership

Follow these steps to update details on the user-channel membership.

1. Click the channel entry (any column).

   

2. Scroll down and click the View Memberships button at the bottom.

   

3. Click anywhere in the user's table row. Or open the Actions menu (⋮) next to the user and select View Membership.

   

4. Update the field(s) and click the Save button.

   

Delete membership

Follow these steps to remove users from a channel (delete membership).

1. Click the channel entry (any column).

   

2. Scroll down and click the View Memberships button at the bottom.

   

3. Select the user entry and click Delete. Or open the Actions menu (⋮) next to the channel and click Delete. Click Confirm on the modal.

   

4. Alternatively, click anywhere in the user's table row. Or open the Actions menu (⋮) next to the channel and select View Membership.

   

   Then, click the Delete button and Confirm when a modal pops up.

   

Bulk delete

If there is more than one member of the channel, you can remove multiple memberships at once.

1. Follow the steps 1-2 described in the Delete membership section.

2. Select user memberships you want to remove and click the Delete button.

   

3. When a modal pops up, click Confirm.

Filters

Use the Filters icon on the channel and membership list views to filter channels and related user memberships.

Filter by any available field except custom fields. Choose Category, Operator, and Value.

Click Add Field to add more rows.

You can add multiple filters for different categories.

Advanced filtering

Click Switch to advanced filtering to write expressions and include custom fields.

In the modal, enter an expression using the App Context Filtering Language.

For example, to find all channels with support in the name that have the active status and have Discussion as a custom field (Purpose), enter (name LIKE '*support*') && (status == "active") && (purpose == "Discussion") and press Apply filters.