Using Diligent Messenger in Boards

Diligent Messenger is a secure messaging tool integrated with Boards, facilitating secure communication within your organization.

Prerequisites and limitations

  • Messenger must be enabled for your organization in Boards. Contact your Customer Success Manager for more information.

  • You cannot send, receive, or view attachments in Embedded Messenger.

Open Messenger

  1. Go to your Boards home page and select the Messenger icon from the toolbar.

    A side panel opens, displaying your list of conversations. A red dot next to a conversation indicates unread messages.

Start a new conversation

  1. To start a new conversation, select the Add icon +.

  2. To add recipients or a group to a new conversation, enter the name in the With field.

  3. Select from the list that appears.

    You can repeat this step until all recipients have been added.

    Note

    You can add multiple individuals to a conversation. However, preset groups - marked with a Group icon - cannot be mixed with individual recipients in a conversation.

  4. To remove an individual from the recipient list, select the X next to their name.

Send messages

  1. To send a message, enter text in the message field and select the Send icon .

  2. To reply to a specific message, go to the message and select the Reply icon .

  3. To forward a message, go to the message and select the More options icon and select Forward from the menu.

  4. To copy a message and enter elsewhere, go to the message, select the More options icon and select Copy from the menu.

    Paste the text in your preferred location.

View and manage conversations

  1. Select a conversation from the list to view the chat history.

  2. To view members of the current conversation or group, select the info icon .

  3. To mute a conversation, go to the conversation, select the More options icon and select Mute conversation from the menu.

    A mute icon is displayed next to the conversation and you will not be notified when new messages are received.

  4. To hide a conversation or group, go to the conversation, select the More options icon and select Hide conversation or Hide conversation & group from the menu.

    The conversation disappears from your list and will reappear when a new message is sent to that conversation.

  5. To filter your conversations list, select the filter icon .

    You can choose between Visible, Unread, Tagged, or Hidden.

  6. To exit the conversation and go back to your list, select the back icon .

  7. The close the conversation panel, select the close icon .

  8. You can also hide or mute the conversation from here.

Advanced settings

  1. To view the message in Messenger Web select the Go to icon .

    Here you can also access more features like attachments, contact lists, and board announcement.

  2. To close the Embedded Messenger, select the Close icon , or select anywhere outside of the panel.