Messaging & Communication

Use Messages for conversations with teammates and clients. Keep deliverables and structured work in Requests, and support issues in Tickets.

Access

Enable Messaging in Workspace Settings > Modules. Team permissions are:

• view_messages: Open conversations and download their attachments.
• send_messages: Create conversations, send or edit messages, mark conversations read, pin conversations, and manage group participants.
• delete_messages: Delete messages or conversations, subject to ownership and conversation access checks.

Clients open Messages in their portal and see conversations available to them.

Start a conversation

1. Open Messages and choose the new-conversation action.
2. Choose a conversation type.
3. For a direct conversation, select the recipient. For a group, select participants and optionally enter a title. For an organization conversation, select the organization.
4. Create the conversation, then send your message.

Organization conversations use the organization's membership. Group conversations let authorized participants add or remove people using the participant controls. Review the participants before sharing account information or attachments.

Send messages and files

1. Select a conversation in the list.
2. Write your message in the editor.
3. Optionally add attachments and review the selected files.
4. Send the message.

You can send text, attachments, or both. Text content is limited to 5,000 characters. File uploads are checked against the app's upload rules and available storage; follow any validation message shown for the file.

Messages show the author and timestamp. Download attachments from the message. Use the reply action to reference a specific message, and mentions to call a participant's attention to an update.

Edit or delete a message

Open the message's action menu. You can edit or delete your own messages when your permissions allow it. Editing updates the message and records that it was edited. You cannot use these actions to change another person's message.

Organize conversations

• Search the conversation list by conversation title.
• Pin useful conversations and unpin them when they are no longer needed.
• Open a conversation to read it and update its unread state.
• Use the conversation's delete action when appropriate and review the confirmation. This removes you from the conversation; other participants retain access.

Conversation search filters the list; it is not a search across every message's text or attachments. Archive, mute, date-filtered message search, and conversation export controls are not part of this Messages screen.

Notifications

Unread indicators help identify conversations needing attention. Review email and in-app notification preferences under Settings > Notifications. Workspace administrators can also review the workspace's notification configuration.

See Notifications for the available controls. Messages does not provide per-conversation quiet hours, a sound selector, or a digest-frequency setting.

Troubleshooting

• Cannot see Messages: Check the module, plan access, view_messages, and the active workspace.
• Conversation missing: Check that you are a participant and clear the conversation search.
• Cannot send: Check send_messages, your connection, and whether you have entered text or selected a file.
• Cannot edit or delete: Check the relevant permission and that you wrote the message.
• Attachment fails: Review the upload error, file type and size, and available workspace storage.

Choose recipients carefully and avoid sharing passwords or other secrets in messages.