Messages in Portal

When using the messaging feature, you can send messages to the users of your client accounts.

As a consultant, you can proceed in two different ways:

1. Via the Portal menu,
2. When logged in to the client account (from the Portal).

1. Via messages in the Portal menu

From this view, you get an overview of all messages / conversations in which you participate. You can also start a new conversation by clicking on New message, or reply to a message by clicking on the message you want to reply to in the list.

The list view contains the following columns:

• Content
• Sender Name
• Last Updated
• Client account

Write a message

1. Click on the New message button. This will open the modal above.
2.  Start by choosing which client account the message should be sent to.
3. Then you choose who will be the recipient of the message. It is possible to select more than one recipient. Here you can see all users who have access to the client account, both clients and consultants.
4. Write your message and click on Send.

Reply to a message

1. Click on the message to be answered.
2. If you want to add additional recipients of the message, do so by clicking Add.
3. Write the message and click on Send.

If you no longer want to stay in the conversation, you can leave it by clicking on Leave. The conversation then disappears from the list.

2. Manage messages from the Portal

It is also possible for the Consultant to write messages when logged in to the client's Portal, the principle is then the same as above, but different from the fact that you cannot send a message to another client.

Write a new message from the Portal

1. Click on the pencil icon that is seen in the picture above. This will open a window you can see below.
2. Add recipients. Here you can see all users who have access to the client account, both clients and consultants.
3. Write the message and click on Send.

Reply to a message from the Portal

1. Click on the message to be answered.
2. Here you can also add more recipients by clicking on the person icon in the right corner .
3. Write the message and click Send.

If you no longer want to stay in a conversation, you can click on the icon in the upper right corner that looks like an O with a dash through it . The conversation then disappears from your list.