My Messages

This article explains how to use the My Messages feature in Compliance Manager to view, send, and manage messages related to tasks and compliance activities, helping users stay informed and connected.

Follow these steps to start managing the My Messages:

1. Navigate to the Profile menu and select My Messages, or click the Messages icon from the left profile panel on the screen and choose Go to My Messages.
2. The My Messages page will display a list of received messages. The page includes two tabs:
   • Message: Displays all received messages.
   • Discussion: Shows conversation threads or ongoing discussions related to specific tasks or incidents.

3. The Filters section below allows users to refine their message view by:

   • Status: Filter messages by read/unread or starred status.
   • Message Type: Narrow messages based on the type (e.g., notification or message).
   • Date Range: View messages sent or received within a specific timeframe.
   • Employee: Filter messages by sender or recipient.
4. The user can click on the selected message to see it in detail. A View Message window will appear.
5. To delete or mark an individual message as read or unread, hover over the message row and select the desired option from the ellipsis (⋯) menu.
6. To perform mass actions in the Messages area, select one or more checkboxes next to the desired messages, then click the ellipsis (⋯) menu and choose the desired action.
7. To send a new message, hover over the plus icon to send a new message. A New Message window will appear.
   • Enter the recipient’s email address in the To field.
   • Type your message in the Message box.
   • Click Choose File under Include Attachment to attach any relevant files if required.
   • Click Send Message to send your message.

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