Article Overview
This article will explain how to navigate the Messages tab on Android mobile devices.
Part 1: Messages and News Permissions
This part will cover the permissions needed to send chats and to manage/send News.
- Permissions can be found and managed by role.
- Navigate to "Settings" -> "Roles & Permissions".
- Select the role you'd like the edit the permissions for.
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Permissions related to messages and News are as follows:
- Manage News: ability to manage News settings and delete News messages sent by any user.
- Send News: ability to send news to users within a selected level.
- Initiate Chats: ability to initiate/send chats to users within a selected level.
- Users whose role does not have these permissions enabled may not be able to perform the following actions.
Part 2: Accessing Messages
This part will explain how to access Messages from the Android SalesRabbit mobile app.
- From the Home screen, select the three lines menu icon in the upper left corner.
- Then select "Messages".
- Users are able send messages and view News from this tab.
Part 3: Sending a Message
This part details how to send a message and communicate with another rep on the mobile app.
- Once in the "Messages" tab, users can toggle between "Chat" and "News" at the top of the screen.
- Chat allows you to draft a message and view past messages.
- To draft a message, select the "+" icon in the bottom right corner.
- Select the user(s) you'd like to message -> select "Chat".
- Then, draft your messages and hit "Send" in the bottom right corner.
- Previously sent messages will be visible under the main "Messages" page under "Chat".
- The "News" tab allows users to view any published pieces of News on the mobile device.
- News can be drafted by users with the appropriate permissions on the Web App under "Messages" -> "News" -> "Compose News".
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