Messaging

Messaging lets your staff send direct messages, talk in channels, and share files and images, all inside Microkeeper.

This guide covers how to:

1. Turn Messaging on and open it.
2. Start a direct message or create a channel.
3. Send messages, files and images.
4. Reply, react, edit and delete messages.
5. Change a conversation's title and members.

Turn on Messaging

Navigate to Menu > Settings > General > Global, click System Settings, and under Messaging choose Messaging On.

Your staff can then open Messaging from the Employee Console.

Open Messaging

Navigate to Menu > Home > Employee Console, then click Message in the side menu, or Messaging under Quick Links. To go back, click the home button at the top of the conversation list.

The conversation list has two sections: Channels, for conversations with several people, and Direct Messages, for one-to-one conversations. Unread conversations have a dot. To find a conversation, type at least 3 letters of its title or a person's name in Search conversations.

Who you can message

You can message:

• Staff in the same Groups as you, such as your Location's staff Group. Pay cycle Groups don't count.
• The managers of your Locations, and your Primary manager.
• If you're a manager, the staff of the Locations you manage.
• Everyone, if you have Settings or Payroll - Full Access, or manage a Location whose Group is All Staff.

Only active staff are listed. To change who's in a Group, see Groups.

Start a direct message

1. Click the plus button at the top of the conversation list. New Message opens.
2. Type at least 3 letters of the person's name or username.
3. Click the person.

If you've messaged them before, your existing conversation opens. Your Primary manager is listed first under Suggested.

Create a channel

A channel is a conversation with several people. Its members are either chosen by hand, or synced from a Group.

Create a channel with chosen members

1. Click the plus button, then New Channel.
2. Enter a title, such as "Kitchen Team". If you leave it blank, it's called "New channel".
3. Leave Manual Participants chosen.
4. Search for and add at least two other people.
5. Click Create.

If a channel with the same people already exists, Microkeeper tells you, and you can open it or create the new one anyway.

Create a channel synced to a Group

1. Click the plus button, then New Channel.
2. Choose a Group instead of Manual Participants. Group members shows who will be in the channel.
3. Enter a title, or leave it blank to use the Group's name.
4. Click Create.

The channel's members follow the Group: as staff join or leave the Group, they join or leave the channel. The managers of Locations that use the Group are included too. You can only create a synced channel for a Group you're in.

Send messages, files and images

Choose a conversation, type your message and press Enter, or click the paper plane button. To start a new line without sending, press Shift+Enter.

Attach a file or image

1. Click the plus button in the message field, then Upload file. Attach File opens.
2. Keep or change the file name.
3. Click Browse and choose the file, or drag it in, or paste an image with Ctrl+V. It uploads straight away.

Files can be up to 20 MB. Images are resized to fit 1920 pixels.

Format a message

Click the plus button in the message field, then Show formatting. The toolbar has bold, italic, strikethrough, links, numbered and bulleted lists, indenting, images and tables.

Reply, react, edit or delete a message

Hover over a message, or tap it on a phone, to show its toolbar.

• Reply: click the reply button. The message is quoted above the message field. To cancel, click the cross on the quote.
• React: click thumbs up, heart or laugh, or More reactions for other emoji. Reactions show under the message with a count; click one to add or remove yours.
• Edit: you can edit your own text messages for 30 minutes after sending them. Edited messages are marked "edited". Files and images can't be edited.
• Delete: you can delete your own messages, and the conversation owner can delete any message in it. It's replaced with "Message deleted".

Under each message, you can see who has read it.

Change a conversation's title or members

Click the conversation's title at the top of the conversation to see its options.

• Change Title: only the person who created the conversation can change its title. Enter the new title and click Save Title.
• Manage Members: in a channel with chosen members, any member can click Add Employees or Remove Employees, tick the people and confirm. You can only add people you can message, and you can't remove yourself or the conversation's creator.
• Conversation Details: the title, type, when it was created and who's in it.

Direct messages can't have members added. A synced channel's members follow its Group, so change the Group instead.

Messaging troubleshooting

Guides related to Messaging

• Employee Console
• Groups
• Managers and Access