Sending and Receiving Messages with OnBoard Messenger

Secure instant messages can be delivered to any user in your organization directly from OnBoard. No matter which device you use: laptop, iOS, or Android mobile device, send and receive messages anywhere you access OnBoard. It's easy! 

• Accessing Messenger
• Extras to include in Messages
• Notifications from Messages
• Changing the Name of a Conversation
• Message Retention

Accessing Messenger

To send and receive messages, you just open Messenger from the main navigation menu in OnBoard.

To create a new message, click the Compose button near the top of the Messages panel.

Next, you'll need to select which users you wish to message. You can choose a single user, multiple users, or even an entire Group from your organization.

Once you click "Start Conversation" at the top right corner to initiate this message, anyone selected as a recipient will be able to see your message and respond to it instantly. 

Now, you're ready to begin typing your text into the message bar, and click the SEND button when you're finished!

Anyone using OnBoard at the time the message is sent should hear a message sound from OnBoard and see an Unread Message badge in the left navigation in OnBoard.

Extras to include in Messages

While typing a message, you can create new lines without sending the message by holding down the Shift key and hitting Enter.

Emojis can be inserted into messages by default from most Android and iOS mobile devices. Users on Windows devices can right-click and select "Emoijis" from the menu to access Emojis to include in messages or hold down the Windows key while pressing the Period key ( ⊞ Win + . ) to bring up the Emoji menu. 

MacOS users can hold down the Control key and Command key and tap the Space key ( CTRL + CMD + Space ) to access the Emojis menu.

Any message recipient should see the equivalent Emoji on any device they use to view OnBoard messages.

Notifications from Messages

Recipients will be notified of new messages via email, with one reminder email sent 4 hours later for unread messages. Those using the OnBoard app with notifications enabled on their phones and tablets will receive push notifications for new messages that are batched and sent every hour. A red badge will appear next to Messenger in the OnBoard navigation to indicate unread messages.

Changing the Name of a Conversation

Conversations can include a wide variety of reasons, topics, and participants. With this in mind, Conversations can be retitled for easier identification!

To change the name of a Conversation, you'll just want to click the "Conversation Details" icon in the top left corner of the message thread you're currently viewing.

Important Note: A Message must be sent before the Conversation Details will appear.

Once here, there will be an input option for a new Conversation Name. You can view other details about the Conversation as well. Click Save Changes in the top right to rename your Conversation for easier identification!

After the name has been saved, all Conversation participants should now see the new name in their Messages list!

Message Retention

Organizations may have different security or record retention policies that may encompass messages in OnBoard. Luckily the Organization Administrator can set the Message Retention policies from the Organization Settings. For more information on managing the Message Retention Settings, please view this article: Managing Organization Settings.