Who can I send a message to in the messaging module?
The recipient list (who users can send a message to) is dependent upon the user's role or permission. Your profile must be in active status to send a message.
Recipient List by Role or Permission
No Roles, View Only Role, or Auditor Role can message the following:
Supervisor in the cost center(s) in which the employee has a service account
Supervisor for the employee's default cost center
Payroll role for the employee's default cost center
Supervisors can message the following:
Active employees and clients that have at least one active account (service or funding) linked to a cost center for which the user has a Supervisor role
Active employees and clients that have their default cost center set to a cost center for which the user has a Supervisor role
Active employees that also have a Supervisor role for at least one of the same cost centers
Active employees with Payroll Team role
Active employees with Billing Team role
Active employees with Authorization role
Active employees with Client Admin permission
Active employees with Employee Admin permission
Clients can message the following:
Active employees that have a Supervisor role for one or more of the same cost centers for which the client has a service account
Employees that are linked directly to the client via an active Service Account
Employees that are indirectly linked to the client via an active Group Services Service Account
Payroll Role can message the following:
Active employees
Billing Role can message the following:
Active employees and caseworkers
Employer Role can message the following:
Active employees or clients who are linked to the employer via cost center
Vendor Account Owners can message the following:
Active Employers associated with an active client and service account to which the vendor is linked
Active clients with an active service account to which the vendor is linked
Active guardians associated with an active client and service account to which the guardian is linked
Vendor Account Owners can reply to messages sent to them by Super Users and users with the Vendor Admin permission, but cannot message them directly.
Please note: This functionality does not pertain to Vendor Users
Employee Admin Permission can message the following:
Active employees
Client Admin Permission can message the following:
Active clients