The In-App Messaging feature (Beta) is available to Pro and Premium customers. This is a real-time chat feature that allows admins to send messages from the web app to users out in the field on the SiteCapture mobile apps. All messages are stamped with the date and time. Users on the mobile app can also upload photos via chat. Vendors will automatically have access to the Project Chat when projects are assigned to them.
1. If this feature is turned on in your account, Portal Admins have the ability to turn the feature on and off under Admin>Settings>Messaging. Check the box "Enable In-App Messaging" to enable the feature on web and mobile. Click "Save Changes". Once the In-App Messaging feature is enabled or disabled, all users must log out and log back in to ensure the functionality is updated and fully operational across the platform.
2. The chat icon is on the top right corner of the web app next to the search icon. If there are no new messages, it will appear greyed out.
3. Click on the chat icon and you will see if you have any messages. Since, the icon is greyed out, you will see that there are no new messages. Click close and the box will disappear.
4. When there is a new message, the chat icon will display red with the number of new messages received. Click on the chat icon to view the projects that have the new messages.
5. A pop up will appear and show a list of projects with new chat messages. Click on the project, to open the project and view the new message.
6. The project will open directly to the chat tab and display a history of chat messages along with the display name and time stamp.
7. To send a message to the assigned user or users who have share access on a project, add text and click Send.
8. After hitting send, your message will be sent to the user(s) and display a time stamp.
In App Message Notifications
Every project in SiteCapture has a Project Chat Channel, everyone in this channel receives notifications when a message is posted in the Project Chat. This Channel is created the first time a user sends a message in the Project Chat. At that time, everyone who has been assigned or shared to the project is added to the Project Chat Channel, this includes:
- Assigned User
- Assigned Manager
- Any "Share" Users
Additional users can be added to the Project Chat Channel in 2 ways:
1. Any admin user can click into any Project Chat they want to, this will add them to the channel.
2. Non-admin users who get the project shared to them will be added to the channel when a new chat session is started.
Please note: adding a user to a project does not immediately add that user to the Project Chat Channel. You may see a delay in receiving notifications when users are first added.
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