Message management is a tool used to notify your users about various changes in expense policy, or new procedures for travel and expense management. The setup must be made individually for each entity in scope.
As company administrator, please go in tab Admin Tools
go to the section Maintenance and open Message Management.
How to create a new message:
Please press on "Add" to create a new notification.
Name - set a name for your message;
From and Until - set the availability of the pop-up message (if you want to activate a pop-up message).
Recipient - users having what role(s) do you want to view/receive your message. If you want to select two or more recipients you kindly need to click on Ctrl + left mouse button. OR Ctrl + A to select all recipients.
Set the subject and content of your message in the languages available for your entity. Unfortunately you need html if you want your message to be displayed nice ; check this article to see how to use line break in html.
If users are using different default languages, you kindly need to type your message in each language, OR you can copy your message in any language you want, and paste it in all available languages fields.
You can press "Test email" in order you to receive an email and to see how it looks like (please see below my test email).
IMPORTANT before you do it, press Save, otherwise the email will be send, but all your settings will not be saved and you have to rework.
IMPORTANT System sends emails only to active users.
Press Send email to send the emails to the users in scope; you'll be informed how many emails were sent and how many failed (if any):
If you decide to use the Pop-up version, make sure that you mark the boxes (Active and Popup) while configuring the message:
The pop-up message will appear the next time the employee access to his profile (Only one time), as you can see in this screenshot.
If more help is needed, please don’t hesitate to contact us on this email firstname.lastname@example.org