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Messaging: How to enable


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Messaging on Tapestry allows you to send direct messages to staff members and relatives on your account.

If you want some more general information on why this feature was added and how it can help you or template guides for staff members and relatives, please use the links below:

 

This feature won't be turned on by default but if another manager hasn't explicitly turned it on or off, when you click on the speech bubble icon in the top right-hand corner on the browser version of Tapestry (1) you will see the below screen.

If you don't see this icon, it means Messaging has been disabled by another manager. Don't worry though! It can still be enabled, just skip to underneath this screenshot.

On this screen at the bottom you have two options of how to proceed. You can activate Messaging now (2) which will take you through into Messaging or you can click 'I'm not interested' (3). 

 

2023-08-17_11-07-30.png

 

If you, or another manager, select 'I'm not interested' on the screen above and later change your mind, you can enable Messaging at any time on your account by going to the Control Panel (1) > Features (2), then scrolling down and clicking the 'Enable' button next to the Messaging feature (3).

 

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image.png

 

A final thing to note is that there is a user permission you can enable or disable, which allows users to see and use the Messaging feature. So, for example, you could set your account so only staff members are able to use the Messenger, and not relatives, or that only specific users are able to use the feature. Managers will always have full permissions, so will be able to access the Messaging feature as long as it is enabled on your account.

You can adjust this user permission by going to the Control Panel (1) > User Permissions (2), then navigating to either the 'Staff' tab or 'Relative' tab (3) - depending on whether you would like to adjust the permission for staff members or relatives.

At the bottom of the page, under the 'Messenger' heading (4), there should be a permission to 'Allow users to see and use the messaging feature'. To adjust this permission, click the 'Edit' button (5).

 

2023-08-17_11-40-26.png

2023-08-17_11-36-36.png

 

 

So that's how to enable Messaging on your account! To learn how to use this feature, you can take a look at this tutorial.

 

Back to Main Tutorials Page

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