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
- 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).
- Then, log off of Procentive and back on for the change to take effect.
NOTE: This permission should be given to the staff that wants to allow access to another staff.
Access Link
- Go to the Messaging Module.
- Click on the link: Give other staff access to my messages.
- The Permit Access to Messages window will open.
- The Permit Access to Messages window will open.
- Click on the staff you wish to grant access to.
- To select multiple staff, hold the CTRL key and click on additional names.
- 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.
- Verify the correct staff are appearing.
- Close the window.
NOTE: Use this same window in the future to view a current list of staff that have access to your Messaging.