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Description: In this topic you , the user will learn how to send a message and who you can send a message to.
*Please note: The recipient list (who you users can send a message to) is dependent upon your the user's role or permission. Your The profile must be in an active status to send a message. All users can send a message to DCI Support.
Role Required: N/AEmployee (base user)
Permission Required: N/A
Web Portal
- Log in to DCI with your personal profile
- Select Click the Mail icon (envelope) in the top right corner of the main menu
- Select See All Messages
- Select the Click Actions button
- Select New Message from the Actions dropdowndrop-down menu
- Complete Fill out the New Message form wizard
- To (recipients recipient's name)
- Subject
- Priority - Low, normal, or high. High-priority messages will display a red banner on the recipient's dashboard and a yellow star in the recipient's inbox.
- Body - Type your the message , optional format the messageand format as needed
- Save your the message for later by clicking Save as Draft.
- View the draft by selecting Draft on the submenu on the left
- Select Click Cancel to delete the message
- Select Click Send when you are ready to send the message
Mobile App
- Log in to the DCI mobile app
- Select the Mail icon in the upper right corner
- Select the New Message icon in the bottom right (blue circle with a white square in the middle with a pencil icon)
- Fill out the New Message form wizard
- To (recipients name)
- Subject
- Priority
- Add Attachment
- Type your message
- Select Send
Recipient List by Role or Permission
No Roles, View Only Role or Auditor Role
- Supervisor in the cost center(s) the employee has a service account
- Supervisor for the employee's default cost center
- Payroll role for the employee's default cost center
Supervisors
Active employees and clients that have at least one active account (service or funding) linked to a cost center that the user has a Supervisor role
Active employees and clients that have their default cost center set to a cost center that the user has a Supervisor role for
Active employees that also have a Supervisor role for at least one of the same cost centers
Active employees with Payroll Team role
Active employees with Billing Team role
Active employees with Authorization role
Active employees with Client Admin permission
Active employees with Employee Admin permission
Clients
Active employees that have a Supervisor role for one or more of the same cost centers that the client has a service account for
Employees that they are linked directly to the client via an active Service Account
Employees that are indirectly linked to the client via an active Group Services Service Account
Payroll Role
Active employees
Billing Role
Active employees and caseworkers
Employer Role
Active employees or clients who are linked to the employer via cost center
Employee Admin Permission
Active employees
Client Admin Permission
Active clients
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