Create a system wide notice board viewed with
. Messages can be sent to just one level of access or to all staff or from a particular level and up.Messages can be set up in advance i.e. indicates when Christmas close down occurs, submit timesheets, prepare billing etc and then have an expiry set to automatically disappear from the
screen.Set up required before use | Who Can Use it? | Where Is It? |
---|---|---|
Director Administrator System Administrator |
Tips:
Title
Set a brief description of what the message is about i.e. TIMESHEETS
Body
Put a bit more detail here i.e. Please have timesheets in by close of business today
From / to
Set a date period for when the message should first be broadcast to staff and when it should disappear from their My Synergy dashboard. remember users need to have the plugin for broadcast messages activated.
From access level
Set the level of access the message should be sent to. Ie if you select User then All staff will receive it. If you select Project manager, then User and Assistant project managers will not receive the message as they are levels lower than Project managers.
This level only
Set the message so that if you send from Project manager, that only Project managers will receive the message.
Priority
|
High priority |
|
Medium priority |
|
Low priority |
You might find a use to send out the same message each week for a day or two, or once a month. Instead of recreating the message each time, reset the dates.
Looking for more help? Try reviewing the following topics: View Topics
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