communications history panels

TABLE OF CONTENTS

• What is this and how does it work? 
• What does the Communications History (Outbound) panel look like?
• How to Manage Staff 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, staff, and Group identifiers. 

How to Manage Staff Permissions

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

By default, here are the settings for Staff: 

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

For each module, you can:

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

To update these permissions, follow these steps: 

1. On the left, in your Mission Control, click the Reporters, Staff, and Sites.
   
   
2. On the right, click Manage staff roles.
   
   
3. Find the role you would like to change and click the Edit link.
   
   
4. When the window opens, make the updates you'd like. 
   
   
5. To update what staff 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.
   • Staff Account Management
     • See the permission called: Accessing Communications Portal messages sent to staff.
   • Group(s) Management
     • See the permission called: Accessing Communications Portal messages sent to identifiers.
       
       
6. To save your changes, scroll to the bottom of the window and click Update.
   
   

To find out more about Staff 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: 

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

Where to Find Communications History (Outbound) Panels 

Reporter Profiles

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. Find the reporter's name in the table and click it. 
   
   
4. 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.)

Staff Profiles

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage staff accounts.
   
   
3. Find the staff member's name in the table and click it. 
   
   
4. 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

1. On the left, in your Mission Control, click Groups.
   
   
2. Find the section called Manage Groups and use the drop-down menu to select your group.
   
   
3. Find the identifier's name in the table and click it. 
   
   
4. 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.)