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Messaging System

The messaging system allows you to create chats between staff members within your organisation.


This feature can be turned on via: Settings > General > Global - System Settings - Messaging




Navigate

Menu > Home > Employee Console > Messaging




Creating a New Conversation


There are two ways to start a new conversation, depending on how you want to begin:


Option 1: From the Conversation Panel

  1. Click the Create new conversation button at the top of the conversation panel.
  2. Fill in the Title for the conversation.
  3. Click Create.
  4. Select which staff members are included in the chat and click Add Employees

Use this method for group chats, project threads, or announcements.

create-new-conversation-3ac3e.png


Option 2: From the Online Employee List

  1. On the right side, under View Online, click the name of an employee.
  2. If a conversation already exists between you and that person, it will move to the top.
  3. If not, a new one-on-one conversation will be created automatically and titled with both names.

Use this method for quickly starting a direct message.

view-online-list-77ae4.png




Sending a Message

Once you've opened or created a conversation:

  1. Select the conversation from the list.
  2. Type your message in the message box.
  3. Click Send to post your message.

message-box-2f795.png



Searching for a Conversation

  1. Use the search bar to find conversations by title or employee name
  2. Matching results will appear in the list




Adding Someone to a Conversation

  1. Select the conversation
  2. Click Settings > Add employees
  3. Search for employees by name or group
  4. Select desired employees and click Add Employees