Using Diligent Messenger in Boards
Diligent Messenger is a secure messaging tool integrated with Boards, facilitating secure communication within your organization.
Prerequisites and limitations
-
Messenger must be enabled for your organization in Boards. Contact your Customer Success Manager for more information.
-
You cannot send, receive, or view attachments in Embedded Messenger.
Open Messenger
-
Go to your Boards home page and select the Messenger icon
from the toolbar.A side panel opens, displaying your list of conversations. A red dot next to a conversation indicates unread messages.
Start a new conversation
-
To start a new conversation, select the Add icon +.
-
To add recipients or a group to a new conversation, enter the name in the With field.
-
Select from the list that appears.
You can repeat this step until all recipients have been added.
Note
You can add multiple individuals to a conversation. However, preset groups - marked with a Group icon
- cannot be mixed with individual recipients in a conversation. -
To remove an individual from the recipient list, select the X next to their name.
Send messages
-
To send a message, enter text in the message field and select the Send icon
. -
To reply to a specific message, go to the message and select the Reply icon
. -
To forward a message, go to the message and select the More options icon
and select Forward from the menu. -
To copy a message and enter elsewhere, go to the message, select the More options icon
and select Copy from the menu. Paste the text in your preferred location.
View and manage conversations
-
Select a conversation from the list to view the chat history.
-
To view members of the current conversation or group, select the info icon
. -
To mute a conversation, go to the conversation, select the More options icon
and select Mute conversation from the menu. A mute icon
is displayed next to the conversation and you will not be notified when new messages are received. -
To hide a conversation or group, go to the conversation, select the More options icon
and select Hide conversation or Hide conversation & group from the menu. The conversation disappears from your list and will reappear when a new message is sent to that conversation.
-
To filter your conversations list, select the filter icon
. You can choose between Visible, Unread, Tagged, or Hidden.
-
To exit the conversation and go back to your list, select the back icon
. -
The close the conversation panel, select the close icon
. -
You can also hide or mute the conversation from here.
Advanced settings
-
To view the message in Messenger Web select the Go to icon
.Here you can also access more features like attachments, contact lists, and board announcement.
-
To close the Embedded Messenger, select the Close icon
, or select anywhere outside of the panel.