Overview
This article will guide you through how to use the app and key information you need to know;
Default preferences
Personal or Business assigning
Bulk assigning contacts
Search and sort
Messaging scenarios
Errors
Requirements
End user will need;
Their mobile device
Trusted Contacts app
To be logged into the app
Functionality
Default Preferences
The end user will see a banner at the top of the app, which represents the Organisational or Individual level preference that has been set for them. The logic is;
If an Individual level preference has been set, this will be shown. If not then,
The Organisation level default will be shown
This is important for how we treat any messages from any unknown contacts, to the user and that have no contact relationship, should they send a message. These preferences are managed within Insight and by the Admin.
Business or Personal
Within each contact, the user has the ability to select if the individual number(s) for that contact are Personal or Business. They do this by simply selecting the icon and changing this, as below and the following are the icons.
Personal = Person icon
Business = Briefcase icon
This means then, we will treat any message from that individuals number accordingly. If Personal, we will discard the message. If Business, we will capture for Audit. Certain scenarios may override that (group messages for example), see Messaging Scenarios below for more information.
If a user switches a contact, from Business to Personal, then a warning message appears as displayed below. This is to act as a sense check with the user and to confirm what taking this action will do. If switched, it means going forwards, we will not capture those messages and Audit. Again, certain scenarios may override that (group messages for example), see Messaging Scenarios below for more information.
Bulk Action
The user has the ability here, clicking the 3 dots, to bulk select and action contacts. When bulk action is taken, it applies to any numbers within that contact. If the user needs to apply a different preference to a number for a contact, they can go inside the contact to do this.
Search and Sort
The user has search and sort options as seen here. They can quickly search for a contact or sort the contact list by Last or First name.
Messaging Scenarios
We've covered below, the various different scenarios for messaging. This outlines the situation, for example, what if I message a Business assigned contact but my Organisation default is Personal? The table then shows the outcome, in this case, that we would capture and Audit that message.
Scenario | Outcome |
No Trusted Contact user or contact | Audit |
Contact relationships exist for all participants, and all of them are Business | Audit |
Contact relationships exist for all participants, and at least one of them is Business | Audit |
Contact relationships exist for all participants, and all of them are Personal | Discard |
Contact relationships exist for some participants, and at least one of them is Business | Audit |
Contact relationships exist for some participants, and all of them are Business. | Audit |
Contact relationships exist for some participants, and all of them are Business. | Audit |
Contact relationships exist for some participants, and all of them are Personal. | Discard |
Contact relationships exist for some participants, and all of them are Personal. | Audit |
Contact relationships exist for some participants, and all of them are Business. | Audit |
Contact relationships exist for some participants, and all of them are Business. | Audit |
Contact relationships exist for some participants, and all of them are Personal. | Discard |
Contact relationships exist for some participants, and all of them are Personal. | Audit |
Contact relationships exist for some participants, and all of them are Business. | Audit |
Contact relationships exist for some participants, and all of them are Business. | Audit |
Contact relationships exist for some participants, and all of them are Business. | Audit |
Contact relationships exist for some participants, and all of them are Personal. | Audit |
Contact relationships exist for some participants, and all of them are Personal. | Discard |
Contact relationships exist for some participants, and all of them are Personal. | Discard |
No contact relationships exist. The user-level default is Business. | Audit |
No contact relationships exist. The user-level default is Personal. | Discard |
No contact relationships exist. There is no user-level default. | Audit |
No contact relationships exist. There is no user-level default. | Discard |