Cimar Messaging

Description

Messages on Cimar work in a similar fashion to emails. They can be sent to individual users via their Cimar registered email address, on mass to an entire folder of users or to a share code. There is therefore a level of privacy that can be invoked here when messaging against a study. Users can also respond to these messages so long as they have the correct role permissions enabled. Alternatively it could be used as a "Broadcast" system, an account manager can send a message to everyone in the account via foldersand if the receivers have the view permissions enabled then they will be able to see the message. 

Role permissions

• Messages: Users can create and send
• Messages: Users can view

Account settings

• Enable sending messages from study list
• Enable sending messages to users from the study list - not activating this sends messages to all users!

Accessing messages

Once the permissions have been set up you can navigate to the Messages tab highlighted in red below.

Here you will see all the messages you have received. You can filter messages using the search button highlighted in purple. You can reply to individual messages using the reply button highlighted in yellow. And you can view all the replies to a messages by clicking the dropdown button highlighted in green. 

Creating New Messages

Start by navigating to the Messages tab and then click the blue New Message button.

Then fill in the popup box. The To column contains the option to send to an individual, share code, or any folder/namespace that you have access to in the account you're currently in. 

Send a message based on a study

To do this, click on the New Message icon highlighted in green below, this can be found in your study list. Remember if you don't have the correct permissions enabled then you won't see this button!

If a study already has a message, then this button will change to Messages with an icon showing how many messages there is, as shown below in red. 

Once you have chosen to write a message, you can write a subject - although this will fill in automatically with the study details, select a recipient and then write your message. 

Remember, you need to enable "sending messages to users from study list", if you don't then this message will be sent globally to everyone in the account, as shown below - the To option is removed. 

Studies with messages

Studies with messages appear like this with a history of messages, the ability to respond and write a brand new message. 

When there is multiple messages against one study, the user will receive this layout, clicking a dropdown highlighted in red below will give you the chat history and the ability to respond.