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What is Rocket.Chat and how can I use it?

In this article we will explain what Rocket.Chat is and how you can use it to communicate with others. We will also explain how you can customize its appearance and other settings.


Here you can find the direct link to all sub-chapters:

What is Rocket.Chat?

When will my account be created?

W
hen will it be deactivated?

How do I log in with Single Sign On (SSO)?

How do I set up Rocket.Chat?

How to sort out my channels

How to use favorites to pin important chats?

How Do I use Rocket.Chat on a daily basis?

How Do I use Rocket.Chat apps?

What do I do in case of technical issues? (Troubleshooting tipps)

 

What is Rocket.Chat?

Rocket.Chat is our internal chat platform.

It is used for communication between you and other talents, your team leaders, and project recruiters.

By connecting the chat with the yoummday platform, we ensure that, as a talent, you immediately have access to all relevant communication channels when joining a new project. This allows you to get started smoothly and stress-free!

In the following chapters, you will find step-by-step instructions that explain the application's features and functionality in more detail.

 

When will my account be created?

Please note: At this point in time, you can only use Rocket.Chat if you have at least one active project on our platform or gain temporary access during an active recruiting process!

As soon as you start working for a client, a Rocket.Chat account will be automatically created and you will see the chat widget in the lower right hand side of your talent.yoummday platform. Via this widget you can then navigate directly to Rocket.Chat.


When will it be deactivated?

There are three possible criteria for deactivation:

- You complete your last contract on the platform and are no longer active in any projects

- You have not generated any revenue on the platform for more than three months

- You have not used the chat for more than three months (simply logging in is not enough; you must send at least one message!)

In all cases, you will receive a warning via email one month in advance that your Rocket.Chat account is about to be deactivated. This email will state the reason for the deactivation and when it will take place. As soon as you take care of the reason mentioned (e.g. by accepting a contract), the deactivation will be suspended and you can continue to use your account as usual.

If you regain access to your account after a deactivation, you will find it exactly as you left it: With all your settings and messages intact. However, we still recommend noting down important information separately in the event of an impending deactivation.

Your account will only be completely deleted once you delete your linked Talent account on the yoummday platform yourself. 

 

How do I log in with Single Sign On (SSO)?

Why are we implementing SSO? The goal of our new login method is to enhance the security of our project communication while making Rocket.Chat more convenient for you – no need to remember additional login credentials.

 

  1. Open Rocket.Chat:

    • Through the chat bubble on the talent platform, or
    • Via: https://rocket.yoummday.com/home


  2.  Click "Login with YoummdayID"

  3. Enter your talent.yoummday email address and password.



     Tip: If you are the only person using the computer, select "Stay signed in" for faster future logins.

  4.  Enter the six-digit code from your authentication app (2FA).



    This is required during the first SSO login and periodically thereafter.


     You are now successfully logged in. 

  1. image-png-Oct-29-2024-04-15-08-2761-PM

How do I set up Rocket.Chat?


Click on your profile icon in the upper left-hand corner. From here you can access the following settings:

  • Via the subsection Profil/Profile you can:
    • Change your nickname to add a pseudonym (format: <First Name> <Last-name> (Pseudonym))
      • Example: Erika Mustermann  (Stefanie Müller)

      • Please note: Your regular name is always automatically synchronized with the Talent platform!
    • Change your profile picture (the default is your profile picture from the talent-platform)
    • Set a status message
  • Via the subsection Settings you can:
    • Set the language
    • Customize notifications, e.g. change the notification sound
  • Via the subsection Accessibility & appearance you can:
    • Activate dark mode
    • Change the font size


Your name and profile picture are synchronized with the talent platform and cannot be changed separately in Rocket.Chat. 

 

How to sort your channels and messages

Click on the sorting icon. We recommend the following settings:

  • Display = medium or Condensed
  • Sort by = Name for an alphanumerical order OR by Activity to see the channel with the newest messages on top
  • Group by:
    • Unread = true
    • Favorites = true
    • Types = true

After adjusting your settings as described above, the categories will be sorted as follows:

  1. Unread
  2.  Favorites 
  3. image-png-Oct-29-2024-04-18-38-8684-PM Teams (= usually your project(s))
  4. image-png-Oct-29-2024-04-18-46-9292-PM (Temporary) Discussions
  5. image-png-Oct-29-2024-04-18-52-8073-PM Channels
  6. image-png-Oct-29-2024-04-19-21-6282-PM Direct messages


This order cannot be customized. By grouping by Ungelesen/Unread you can display all unread channels / discussions / direct messages on top as their own section. Feel free to try out which setting is the best fit for you!


How to use favorites to pin important chats?

Mark important Teams, Channels, Discussions or Private Messages (e.g. infochat) as a Favorit/Favorite to also display them at the top as their own section.



Please note: Your favorites are automatically sorted by the same order you've set for the other categories (alphabetical / by Activity).

How Do I use Rocket.Chat on a daily basis?

Keep in mind: Depending on the project you are active in, not all communication will take place on Rocket.Chat. You will be informed of the communication channels during the recruiting or the training. 

Depending on the project, different channels may be available to you. In most cases, there is a "main room" that is linked to your contract, usually representing your team, and beneath it are several sub-rooms (channels).

These channels are where you communicate with your team and receive important information related to project operations.

The team is called "Inbound and Chat Sample Project", which is also the name of your contract.

Under this team, there is the room 01 News and the rooms 02 Exchange and 03 Incident Chat. These are the so-called channels.

In room 01, unlike rooms 02 and 03, you can only read and react to messages because it is read-only. You can see this directly above the text field in the bottom-left corner.

In room 02, there may also be separate discussions for specific topics, such as "Order Confirmations April". These are used for focused conversations on a particular subject and are opened as needed.

You can find discussions either directly in the channel chat as a message, or by clicking the double speech bubble icon in the top-right corner of the channel.

Alternatively, a conversation thread can be opened. You can find it either as a message directly in the channel chat or via the single speech bubble icon in the top-right corner of the channel.



Using the bell icon, you can enable or disable notifications. Once you join a discussion, you will be notified about all messages by default.

 

You can also create threads yourself to keep conversations organized within the chat. To do this, hover your mouse over a message and click the speech bubble icon in the pop-up menu on the right.

Alternatively, click the quotation mark icon to quote a message. You can also add emoji reactions by clicking the smiley icon.

As a project becomes more complex, there are usually more chat rooms and subordinate discussions available.

How to search for channels:

Channels with less importance can be easiest accessed by searching for them.

  1. Click on the search icon and type in the channel name
  2. Type in the name of the channel
    image-png-Oct-29-2024-04-30-48-5778-PM
  3. Select the right result to open the channel

Tip: You can always find all channels connected to a specific team by clicking on said team and then on the hashtag-sign on the right-hand side.
image-png-Oct-29-2024-04-32-03-6921-PM

How to contact someone via direct messages?

  1. Click the + icon. 
  2. Select Direct Message
  3. Type in the name of the person
  4. Click Create
  5. The chat will appear under Direct Messages.



How to call someone via Rocket.Chat ?

  1. Go to a direct message - chat you have with someone
  2. Click on the call icon on the upper right-hand side

  3. Choose if you want to activate your camera and microphone right away
  4. A 1:1 call will be started

    Hold a group meeting via Rocket.Chat:

    1. Go to a group chat (= Team / Channel / Discussion)
    2. Click on the call icon on the upper right-hand side
    3. Choose if you want to activate your camera and microphone right away
    4. A group meeting will be started

       

               


       

      Make sure to grant Rocket.Chat access to your microphone and camera in your browser! 

      This permission is required for features such as voice and video calls and helps ensure that all communication tools work properly within Rocket.Chat.

       

      How Do I use Rocket.Chat apps?


      Use the Rocket.Chat Mobile App (iOS/Android) on your mobile device

      1. Download Rocket.Chat (Mobile App) from the App Store (Apple) / PlayStore (Android)
        A screenshot of a phone

Description automatically generated
      2. Open the Mobile App
      3. Enter the server URL: rocket.yoummday.com
      4. Log in via SSO with your Yoummday ID
      5. Follow the steps in "How to set up Rocket.Chat" to costumize the Rocket.Chat App to your individual needs

       

      How to use the Rocket.Chat Desktop App on your computer

      1. Download the Rocket.Chat Desktop App
      2. Open the Desktop App
      3. Enter the Workspace URL: rocket.yoummday.com
      4. Log in via SSO with your Yoummday ID
      5. Follow the steps in "How to set up Rocket.Chat" to costumize the Rocket.Chat App to your individual needs

       

       

       

      What do I do in case of technical issues? (Troubleshooting tipps)

      If you’re experiencing any technical hiccups while using Rocket.Chat, like a display error, don’t worry!

      A simple first step is to clear your browser’s cache and cookies. This often helps resolve smaller issues. If you need a hand with that, you can find helpful instructions on how to delete this data right here for either Google Chrome or Microsoft Edge. Make sure to select "all time" when asked for the timeframe.

      You will have to sporadically reauthenticate your Rocket.Chat session. This is no bug.

      If you're having trouble seeing all the channels you expect or encounter any other issues while using Rocket.Chat, don’t hesitate to reach out to your TTL. They’re here to help and can verify your access to all channels as well as ensure that your settings are correct!

      Do you have any other questions or could your TTL not assist you? Then feel free to reach out to our Talent Support team - here you can find how you can reach us: What is the Talent Support and how can I reach it?