IN THIS ARTICLE:
Overview
The messaging module within Rosterfy enhances the communications offerings within Rosterfy.
Messaging enables admins, leaders, and volunteers to share information and collaborate in real time.
Check out the Messaging - Overview for more information on messaging.
Creating Channels
To create a channel within the Admin Console, follow the below steps:
In the admin console, navigate to Messaging > Channels.
Click Create.
A pop-up will appear, allowing you to setup the channel as required:
Channel name: This name will be displayed in both the admin console and the volunteer portal.
Description: This will be displayed in the Channel Information within the admin console.
Channel members: This button will allow admins to add members manually or by selected attribute. See Adding Channel Members for more information.
Channel permissions:
Allow members to react: This permission will allow members to react to messages with a selection of emojis.
Allow threads: This permission will enable members to reply to messages via a thread.
Allow media and file uploads: This permission will allow members to upload files and images. Note: This is only available in the premium version.
Once complete, click Create channel.
Adding Channel Members
Members can be added to messaging channels by one of two options:
Below we take you through the step-by-step instructions for both of these options.
Manually Adding Channel Members
When adding channel members, admins can choose to add members manually, allowing them to simply search by keyword or by the available filters on the user listing.
To add members manually, follow these simple steps:
In the Create Channel / Update Channel page, select Add Members / Edit Members.
A pop-up will appear, select Add manually at the top of the screen.
Either search by User name or email or filter users by the available filters.
The available users that can be added to the channel, will show in the Select Users section at the bottom.
Select the tickbox for any users you would like to add, and unselect any you would like to remove when editing.
Once complete, click Add channel members.
Adding Channel Members by Attribute
Admins can choose to set up a channel to add members by attribute, allowing them to choose one or more Rosterfy objects, the members will be automatically added or removed from the channel based on the attributes selected.
For example, users would be automatically added or removed from the Channel when they're accepted for Shifts, Roles, or Events, or when they're added to Groups or headcount areas.
Note: Synchronisation will occur every 30 minutes. To action a manual sync of channel members based on an attribute, navigate to Messaging > Channels > Locate the applicable channel > click More Actions > Refresh Channel.
To add members by an attribute, follow these simple steps:
In the Create Channel / Update Channel page, select Add Members / Edit Members.
A pop-up will appear, select Add by attribute at the top of the screen.
Select the appropriate Attribute from the dropdown list:
Event Shift
Event
User Group
Functional Area
Venue
Location
Role Offer
Job Title
The available fields will update based on the attribute selected, allowing you to narrow down the members selected, as required.
Complete the applicable fields, then select the required results to add to the channel.
Once complete, click Add channel members.
More Information
For more information on Messaging, check out the Messaging - Overview article.