Conversations Setup and Admin Settings - 2022

Conversations Setup and Admin Settings

Objective

To explain the functionality of the 'Conversations' feature and how Administrators can Setup and manage the Settings from the Dashboard.

What is Conversations?

'Conversations' is a digital chat tool, located under 'Conversations' in the Menu:




Conversation Settings Setup


Navigate to the Conversation Settings, shown below:



Administrators can:

     1. Determine when Conversations are available
     2. Set additional 'Keywords' to monitor and 'Alert Recipients'

            Add Alert Recipients email addresses
                  -They will be alerted when the keywords are used in Conversations

            

             A pre-existing Keyword list is already added by default
                  -This can be seen by selecting 'Show'

            
     
      3. Select which app roles have access to Conversations, as well as which can create or join them
      4. Ban or Hide Users

            



            
           
             

            Search for the User name and select them to either:
                  -be banned from using the Conversations feature
                  -or make them hidden and not visible in the available participants list

            

            Managers can add or remove participants from conversations.

            

            Target Roles enable you to select which roles the current role can initiate conversations with.

            

      5. Apply Setting For Other Sites (Managed sites if Multi-site)
      6. Click "Save"

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