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Add/Edit Message

Create a message and disseminate it to all or specific providers or support staff.

 

 

  1. User group: Displays all provider groups.

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  2. Access: You have these following options to choose from:

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    Available to providers: Displays only provider names to be selected.

     

    Available to users: Choose multiple users or a select few.

     

    Available to all: All end users including administrators, providers, and support staff will have access to the message.

     

    Personal: Your own personal message. Only you can view it.

     

    Require location admin: Only administrators with location admin privileges.

     

    Require edit all: Only administrators with edit all privileges.

     

    Require view payroll: End users who have view payroll access.

     

     

  3. Message dissemination: You have these options to choose from:

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    Send as email immediately: The message will be sent to every active user in the location.

     

    Send as text message immediately: The message will be sent to users with verified mobile numbers only.

     

    Send as push notification immediately:The message can be sent as push notifications.

     

    None (do not include in daily emails): Add a message to the 'Messages' screen.

     

     

  4. Expiry: (Optional) Set an expiration date for a memo, provider schedule reminder, and 'Day at a Glance' emails, immediate email, and text message.

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  5. Category: Choose a category from the available listings.

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  6. Urgent: Select the check box if this notification is urgent.

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  7. Title: (Required field) The title for the message. Enter in a name or description for the message.

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  8. Body text: (Optional) You have an option to add a note and there's unlimited text.

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  9. Attachment: (Optional) Click here to search files by clicking on the 'Browse...' button to upload a file.