How to Enable Chat Messaging on the ManyRequests Platform (Admin view)
On your Dashboard, go to Settings > Modules and Extensions
Click on Messaging
Make sure it's enabled
How to Start a Chat with Clients / Organizations (Admin View)
On your Dashboard, go to Messages
Click on the + icon to start a New Chat
On the pop-up, you can start a New Chat with Clients or Organizations
Note: You can also add in clients of the same organization by selecting their names on the drop down.
Click the Create button
Craft your message
Hit Send
How to Start a Chat with the Agency (Client View)
On your Dashboard, head over to Messages
Click on the + icon to start a New Chat
On the pop-up, choose who to chat with:
The agency (shown with the agency's name and logo) opens your organization's shared chat. Everyone in your organization is in this chat, together with the agency's admins and the team members assigned to your organization.
One or more team members starts a private chat with them. Only the team members assigned to your organization appear in the list.
Note: You cannot start a private chat with other members of your own organization. To talk with them, select the agency to use your organization's shared chat.
For agency admins: a team member appears in a client's list only if they are an account manager of that client's organization. To add one, go to Users > Clients, open the organization, and add them under Account managers in the Organization Details sidebar.Click the Create button
Craft your message
Hit Send
How to Edit / Delete Messages (Admin / Client View)
Hover over the message you want to edit / delete
Click on the desired icon
How to Delete the entire Chat (Admin / Client View)
On Messages, select the desired chat to delete
On the right hand side, look for the vertical three dots
Click on the vertical three dots and select Delete chat