Q. How do I know which users have access to Intelligent Messaging (IM)?
- Export the employee list from USERS > employees; filter on the Jobvite Intelligent Messaging checkbox column.
- You can create a Help Center ticket requesting a User List, which will provide the active and disabled users with attached phone numbers.
Q. How do I add or remove Intelligent Messaging licenses from users?
During implementation, customers will provide an initial user list for Intelligent Messaging; your implementation manager will then configure all these users.
After implementation concludes, if you want to add licensees, you will do so by:
- Updating the User Profile to Enable Intelligent Messaging. Selecting the Intelligent Messaging checkbox enables the widget to appear in the user profile; however, the user must have an assigned SMS phone number before they can utilize the feature.
- Creating a Support ticket to request an SMS phone number to be assigned to the user (after the user has been enabled). Provide the following information in the ticket:
- User First Name
- User Last Name
- User Email
- Preferred Area Code
After implementation concludes, if a customer wants to remove licenses, they will do so by:
- Creating a Support ticket to request that Intelligent Messaging permissions be removed from the user. Provide the following information in the ticket:
- User First Name
- User Last Name
- User Email
- Within Jobvite ATS, go to Users>View Employee list>Search for the user>uncheck the IM box for the user.
Q. How do I increase the number of users with Intelligent Messaging access?
- The system will allow you to add as you go, up to your seat cap. When the seat cap has been reached, please contact your Account Manager to increase the number of Jobvite Intelligent Messaging licenses for your company. Alternatively, review the CSV export from the Employee list and disable the checkbox for employees who don’t need access.
- For further questions, please submit a Help Center ticket.
Q. Can users who don’t have Intelligent Messaging enabled see texting conversations?
- No. Only users with the Jobvite Intelligent Messaging checkbox enabled can view the conversations.
- Additionally, only specific roles within Canvas/IM can control IM views. Please submit a Help Center ticket to add and remove those roles.