---
title: "Conversations — React Box documentation"
description: "Start a conversation between a business and its accounting firm, manage participants, close a discussion, and cross-organization access rules."
url: https://www.react-box.com/en/docs/chat/conversations
lang: en
---

MessagingConversations

# Conversations

A conversation links a client business to its accounting firm. This page details how it is created, who can participate, how to close it, and the cross-organization access rules.

Updated on September 11, 2026

## Create a conversation

On the business side as on the agency side, any member with the conversation:view permission can open a new conversation. Pick your counterpart, give it a subject (a short title that will appear in the list), then select the initial participants on both sides.

* Only one conversation at a time per business–agency pair for a given subject — you can open others for different subjects.
* The initiator becomes the owner (OWNER) of their own participant list. The other side starts with a participant in the member (MEMBER) role.

## Participants and roles

Every conversation has a list of participants, with a role per user. Roles are independent of the organization's global permissions.

* Owner  
Can add or remove participants from their own side, change the subject, and close the conversation. Each side has its own owner.
* Member  
Takes part in the conversation like everyone — reading, sending messages, opening document requests — but doesn't manage the participant list.

An owner cannot change the participant list of the other organization. Each side stays in charge of who participates on their side.

## Add and remove participants

From the right-hand panel, click "Participants" to see the list. The owner (or any user with conversation:manage) can add a colleague from the same organization or remove an existing participant. Removal is soft: the history stays but the participant no longer receives new messages.

## Close a conversation

When a subject is wrapped up, the owner can close the conversation. It remains consultable indefinitely but no longer appears in the active list. You can reopen a closed conversation by posting a new message or via the "Reopen" button.

## Cross-organization rules

Messaging follows the same isolation rules as the vault.

* A member of the agency only sees conversations of clients to which they are explicitly assigned (via the same assignment as for the vault).
* A business only sees conversations with its linked agency. No leakage to other clients of the same agency.
* If you break the link with your agency, its members immediately lose access to all of your conversations.

## Associated permissions

Four permissions govern conversation usage.

* conversation:view — see your own conversations (the ones where you are a participant).
* conversation:view:all — see every conversation in the organization. Includes conversation:view. Useful for supervisors.
* conversation:manage — create, edit, close a conversation, manage its participants. Includes conversation:view:all.
* message:send — post messages in a conversation you have access to.