Messaging and Chatroom

Committee Members and Owners can exchange messages with their Strata Management team and other contacts from their building. 

Note: Messages can only be sent to users with an active profile. 

Contents

• Sending Messages
• Receiving and Replying to Messages

Sending Messages 

Committee Members and Owners can choose from a few options for sending messages within the Portal. They can click the message icon on the top right. 

Then click + New Chat

Messages are linked to the Plan Number and address of a Building. The type of chat can be linked to a job, invoices, documents, levies or general chat. 

When the 'Message Stakeholders' window opens, Committee Members and Owners can open a chat with selected users and contacts about the Invoice.

The Building address and file name of the Invoice will be pre-filled along with all of the contacts that appear under 'Shared with' on the Invoice page. Changes can be made to this information.

Select internal and external contacts to discuss the file with. Enter a subject and message then click 'Get Started' to open the chat.

Document or Invoice Page 

A second way to message stakeholders in app is on Document or Invoice page.

On the Documents or Invoice page, click the message bubble button to send a message. 

When Message modal open, scroll down to 'Members' to select a specific user/s. Enter the message and finally select 'Create new chat'.

Messages Icon

A third way to send messages in app is through the Messages Icon.

Click the Messages Icon on the toolbar to open a chat. The Messages page will open showing all recent messages in chatrooms with selected contacts.

Click the 'New chat' button to open a new chat or select a chatroom from the list to add a new message.

When the window opens, all of the fields will be empty. Select the Building by address or Plan Number, select the type of chat, add the subject and  the contacts to invite to the chatroom.

Lastly enter the message and click create new chat.

Contacts 

Committee Members and Owners can also initiate a conversation with a Building Contact from the Building Profile. Go to the Contacts section of the buildings page, then select Strata Members.

Search by name, lot number or by role.

The contacts section will show certain information for contacts like their name, profile photo, email, role within the strata organisation and the number of lots and units for the Building.

Click the messable bubble icon to send a new message.

Note: If a contact is greyed out, it means that either they do not have an active account, or they have requested not to be contacted.

Receiving and Replying to Messages

Committee Members and Owners will be notified of new messages based on their notification settings. New messages can be read and responded to directly from the email notification or by clicking the link to view the message in the Portal.

New messages can also be checked by clicking the Messages Icon on the toolbar.

On the Messages page, all recent messages in chatrooms with selected contacts will be shown. Click any message on the list to view the chatroom and continue chatting.

To archive a chat, click the 3 dots the right corner of the thread, and select the Archive chat on the drop down. 
 

Click the dropdown arrow right beside 'My active' to view Active and Archived chats.

Any chat can be unarchived by clicking the 'Unarchive' button in the right corner of the thread. This will restore the chat to the main page where new messages can be added to the thread.
 

To edit a message that's already been sent, hover the mouse over the message. Right click on the message and select the Edit Icon to make changes to the message. When the message autopopulates in the text box for the chatroom, edit it and click the arrow to send.

To delete a message that's already been sent, hover the mouse over the message. Right click on the message and select the Edit Icon to make changes to the message.. When the pop-up appears to confirm, click 'Delete' to delete the message.

Note: If a message has been edited or deleted, the action will be recorded in the chat thread. 

Committee Members and Owners and other contacts can also respond to chats by email. All replies will be updated in the chatroom of the Portal. 

Committee Members and Owners should contact us with any further questions regarding this process.