communications history panels

Modified on Wed, 3 Dec at 11:06 AM

TABLE OF CONTENTS

What is this and how does it work?
What does the Communications History (Outbound) panel look like?
How to Manage Admin Permissions
How to Turn On Group Identifier Messages for Reporters
Where to Find Communications History (Outbound) Panels

What is this and how does it work?

What does the Communications History (Outbound) panel look like?

Here's an example of what you can expect to see in this panel for reporters, admin, and Group identifiers.

How to Manage Admin Permissions

You have total control over what messages your admin reporters see in the Communications History (Outbound) panels for reporters, admin, and Group identifiers.

By default, here are the settings for Admin:

Main Administrators: Access to all messages sent by all admin. (If you would like to change this, please send us an email at support@americalearns.net.)
All Other Admin Accounts: Access only messages this admin reporter has sent. (These folks won't have access to messages sent by other admin.)

For each module, you can:

Block access to messages.
When viewing profiles, access only messages this admin reporter has sent. (These folks won't have access to messages sent by other admin.) Or,
When viewing profiles, access all messages sent by all admin.

To update these permissions, follow these steps:

On the left, in your Mission Control, click the Reporters, Admin, and Sites.
On the right, click Manage admin roles.
Find the role you would like to change and click the Edit link.
When the window opens, make the updates you'd like.
To update what admin sees in the Communication History (Outbound) panels, find and update these sections:
- Reporter Account Management
  - See the permission called: Accessing Communications Portal messages sent to reporters.
- Admin Account Management
  - See the permission called: Accessing Communications Portal messages sent to admin.
- Group(s) Management
  - See the permission called: Accessing Communications Portal messages sent to identifiers.
To save your changes, scroll to the bottom of the window and click Update.

To find out more about Admin Permissions: check out this article.

How to Turn On Group Identifier Messages for Reporters

Here are the steps for allowing reporters to see messages sent to their Identifiers:

On the left, in your Mission Control, click Groups.
On the right, under Manage Groups, select a group.
On the right, use the More drop-down menu to select Enrollment Settings and Instructions.
A window will open.
Scroll to the very bottom of the window and find the Reporters access of message sent to identifiers section.
Change the setting from Block access... to When viewing an identifier profile, access all messages sent by all admin to the identifier.
Click Submit to save your change.

Where to Find Communications History (Outbound) Panels

Reporter Profiles

On the left, in your Mission Control, click Reporters, Admin, & Sites.
On the right, click Manage reporter accounts.
Find the reporter's name in the table and click it.
Search for the Communications History (Outbound) panel.

(Panel not where you want it? Check out this article on how to drag-drop it to the right place.)

Admin Profiles

On the left, in your Mission Control, click Reporters, Admin, & Sites.
On the right, click Manage admin accounts.
Find the admin reporter's name in the table and click it.
Search for the Communications History (Outbound) panel.

(Panel not where you want it? Check out this article on how to drag-drop it to the right place.)

Group Identifier Profiles

On the left, in your Mission Control, click Groups.
Find the section called Manage Groups and use the drop-down menu to select your group.
Find the identifier's name in the table and click it.
Search for the Communications History (Outbound) panel.

(Panel not where you want it? Check out this article on how to drag-drop it to the right place.)