Sending Messages Using the Inbox
Users receive notification about inbox messages via email and/or text (depending on how the user has set-up their platform notifications).
Selecting the message icon will open the inbox page. Recent messages will be displayed at the top of the screen. Users can continue this conversation by writing in the message box at the bottom of the screen or selecting the paper clip icon to upload a document.
To create a new conversation, select the blue plus button next to the search bar.
After clicking on the blue plus sign, a pop-up will appear. Use the drop-down arrow in the box and scroll through the names. Select the person (or people) you would like to message (see screenshot below, on the left). Click the blue “next” button to continue
Archiving Conversations
Admins also have the ability to archive inbox conversations. In the inbox, select the Archive Conversation button on the upper right. This will archive the selected conversation.
Users can hit the same button to unarchive the conversation.
Admins also have the ability to filter their archived and unarchived conversations by selecting the Filter Conversations button above their messages.