Page History

...

Description: In this topic, the user will learn how to send a message.

*Please note: The recipient list (who users can send a message to) is dependent upon the user's role or permission. The profile must be in active status to send a message. All users can send a message to DCI Support.

Role Required: Employee (base user)

Permission Required: N/A

Web Portal

1. Log in to DCI with personal profile
2. Click the Mail icon (envelope) in the upper right corner of the main menu
3. Select See All Messages
4. Click Actions
5. Select New Message from the drop-down menu
6. Complete the New Message form wizard
   1. To (recipient's name)
   2. Subject
   3. 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.
   4. Message body - Type the message and format as needed
7. Save the message for later by clicking Save as Draft
   1. View the draft by selecting Draft on the submenu
8. Click Cancel to delete the message
9. Click Send to send the message

Mobile App

1. Log in to the DCI mobile app
2. Click the Mail icon (envelope) in the upper right corner of the main menu
3. Select the New Message icon (blue circle with a white square in the middle with a pencil icon) in the bottom right corner of the screen
4. Complete the New Message form wizard
   1. To (recipients name)
   2. Subject
   3. Priority - Low, normal, or high.
   4. Message - Type the message
   5. Add Attachment - Click to add a picture
5. Click Send in the upper right corner of the message

Recipient List by Role or Permission

1. A message can be sent from Inbox ->Actions->New Message or from the Mailbox Icon (click “Compose Message”)
2. Type the recipient’s* name in the “To” field and select it when it appears.
3. Add a subject
4. Select Priority (High Priority will add a star next to the message)
5. Type your message in the body. Use the formatting buttons to change the font, style, or add attachment(s) if needed.
6. To save your message to send later, click Save as Draft. If the message is ready to send, click Send.
7. To return to a draft, Click Draft on the sidebar, then click the message to open the New Message Form.

Mobile Version

1. Tap the three gray bars to expand the menu
2. Tap Message
3. Tap New Message
4. Type the recipient’s name in the “To” field and select it when it appears
   • Recipients are limited based on user role and cost centers
5. Add a subject
6. Select the priority (High Priority will add a star to the message)
7. Type your message in the body
8. Tap Send

...

• No Roles, View Only Role

...

• , or Auditor Role can message the following:

• • Supervisor in the cost center(s) in which
Active user profiles that have a Supervisor role for one or more of the same cost centers that
• • the employee has a service account
for
Active user profiles that have a
• • Supervisor
role
• • for the
employee’s
• • employee's default cost center
Active user profiles that have the
• • Payroll role for the
employee’s
• • employee's default cost center

• Supervisors can message the following:

• • Active employees and clients that have at least one active account (service or funding) linked to a cost center

that

• • for which the user has a Supervisor role

• • Active employees and clients that have their default cost center set to a cost center

that

• • for which 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 can message the following:

• • Active employees that have a Supervisor role for one or more of the same cost centers

that

• • for which 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 can message the following:

• • Active employees

• Billing Role can message the following:

• • Active employees

or

• • and caseworkers

• Employer Role can message the following:

• • Active employees or clients who are linked to the employer via cost center

• Employee Admin Permission can message the following:

• • Active employees

• Client Admin Permission can message the following:

• • Active clients

...

Related articles

...