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Procentive Knowledge Hub

Allow Another Staff Access To Your Messages

Overview

This article explains how one staff person can permit other staff to access their Messaging Module, so that they can respond on behalf of them.

Assign Permission

  1. You will first need to assign this permission to the applicable staff role(s).  If you are not familiar with editing staff roles, please review this support article:  Change Permissions (Edit a Role).
  2. Then, logoff of Procentive and back on for the change to take affect.


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Note:  This permission should be given to the staff that wants to allow access to another staff.  

Access Link

  1. Go to the Messaging Module.

    messaging module give other staff access to my messages.jpg
     
  2. Click on the link: Give other staff access to my messages 
    • The Permit Access to Messages window will open.

      Messaging permits access to messages window.jpg
       
  3. Click on the staff you wish to grant access to.
    • To select multiple staff, hold the CTRL key and click on additional names. 
  4. Click Save.
    • Staff will now appear in the lower part of this window: Staff allowed to view my message.
    • These staff will be able to see all off your messages in your Messaging Module.
  5. Verify the correct staff are appearing. 
  6. Close the window.

Note:  Use this same window in the future to view a current list of staff that have access to your Messaging. 

Additional Resources

To learn more about how these staff access your messaging: Access Another Staff's Messages  

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