The Message Board allows you to communicate with your team (Users within your Vault account). This function can be accessed by both the web and mobile versions of Vault. Below is a step-by-step guide on how this function works.
Contents:
- How to create a new conversation via the web version
- How to create a new conversation via the Mobile app
- Additional information
Step by step
How to create a new conversation via the web version
1. You can access the message board by clicking on the Bell Symbol in the top right-hand corner
2. Once here, you are then able to create a conversation by clicking on New Conversation in the bottom left-hand corner
3. This will then allow you to populate the recipients - Either specific team(s) or user(s) and the name of the conversation
4. Click Create Conversation once completed
5. This will then populate the conversation on the left-hand side with the recipients on the right-hand side
6. At any point, you have the option to edit the conversation to update the recipients and conversation name
7. Should you have a message notification, this will be displayed next to the Bell Symbol as per the below example
How to create a new conversation via the Mobile app
1. Navigate into the Vault mobile app
2. Tap on your profile in the top right-hand corner > Tap Message board
3. This will then open the message board, where you can tap on the plus (+) symbol in the top right-hand corner to create a new conversation
4. You are then able to add in the thread name and select the recipients you would like to add to the conversation - Either specific team(s) or user(s)
5. Once added, tap Continue to create the conversation
6. Should you have a message notification, this will be displayed via push notification if enabled and all unread conversations will be marked with a red dot as per below
Push Notification:
Unread Conversation:
Additional information
We provide the option to set up alert subscriptions, which will populate via the message board and push notifications. These alert subscriptions are across sales, lease and admin. More information on the setup of alert subscriptions can be found via the Update My Settings knowledge article.
