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. 

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

  • 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