- A message can be sent from Inbox ->Actions->New Message or from the Mailbox Icon (click “Compose Message”)
- Type the recipient’s* name in the “To” field and select it when it appears.
- Add a subject
- Select Priority (High Priority will add a star next to the message)
- Type your message in the body. Use the formatting buttons to change the font, style, or add attachment(s) if needed.
- To save your message to send later, click Save as Draft. If the message is ready to send, click Send.
- To return to a draft, Click Draft on the sidebar, then click the message to open the New Message Form.
Mobile Version
- Tap the three gray bars to expand the menu
- Tap Message
- Tap New Message
- 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
- Add a subject
- Select the priority (High Priority will add a star to the message)
- Type your message in the body
- Tap Send
*Recipient list is limited to the following:
- No Roles, View Only Role and Auditor Role
- 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 default cost center
- Active user profiles that have the 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 or 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
If are unable to select a recipient that you should be able to, verify the cost centers of the employee, client, supervisor, and service account. All users can send a message to DCI Support.
Related articles