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See who is in a Job Role and message them

S
Written by Sunil Sharma

See everyone who has a particular job role, and send them a message, for example to tell all Customer Service Advisors about a new course.

Before you start

You need Admin access. You can't add people to a role from here: give someone a role on their profile in Manage › People.

See who's in the role

  1. In the sidebar, select Manage › Roles. The People column shows how many people have each role.

  2. Select the role's name. It opens in a new tab.

  3. Under People, select View All People.

You'll see each person's email, manager (Reports To), groups, skills and when they were last active. Active This Month shows how many have used HowNow this month.

To open someone's profile, hover over them, select three-dot menu, then View Profile.

Message people in the role

  1. To message one person, hover over them, select ⋯, then Message. To message several, tick them and select Message in the bar at the bottom.

  2. Write your message, up to 1,000 characters.

  3. Optionally, attach up to 5 files with the paperclip: .jpg, .jpeg, .png or .pdf, up to 10 MB each.

  4. Select Send Message.

    Note: Each person you picked gets the message from you in their Inbox.

Two people ticked in a role's People list with Message highlighted in the bar

Good to know

  • Export CSV in the same bar sends you an email with a download link rather than downloading straight away.

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