The recipient list (who users can send a message to) is dependent upon the user's role or permission. Your profile must be in active status to send a message. 

Recipient List by Role or Permission

  • No Roles, View Only Role, or Auditor Role can message the following:

    • Supervisor in the cost center(s) in which the employee has a service account
    • Supervisor for the employee's default cost center
    • Payroll role for the 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 for which the user has a Supervisor role

    • Active employees and clients that have their default cost center set to a cost center for which the user has a Supervisor role

    • 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 for which the client has a service account

    • Employees that 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 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