Message a Team Member Directly

As an Administrator or System Administrator, you have two options to send an SMS message directly to a team member in PeopleTray.

 

Option 1: Message a Team Member Directly via the Person Profile

Note: The Messages Tab must be enabled for the Client's account. This can be done via Settings > Account Options by selecting Display Messages Tab on Person Profile. Once enabled, you can follow these steps:

1. Log in as an Administrator or System Administrator.
2. Navigate to the Person's Profile and click on the Messages tab.
3. Type the message you wish to send.
4. Select Send to send the message to the team member.

Option 2: Message a Team Member Directly via the Messages Section

1. Log in as an Administrator or System Administrator.
2. Navigate to Messages > Message Person.
3. From the dropdown list, select the required person to message.
4. Click View Messages to see all previously sent messages.
5. Type the new message you wish to send.
6. Select Send to send the message to the selected team member.

Additional Note:

• A Workgroup Editor can be given access to send SMS messages through the use of a Custom User Role (CUR). This allows more flexibility in granting permissions for SMS communication.