You can send direct messages (DMs) to other users and other groups of users. DMs are only visible to the recipient(s) of the message. Sisu gives you a variety of tools for managing all your DMs. You can use the Notifications panel, the Message Center, and @mentions to keep track of all your messages. This helps you and your team work together so you can more efficiently get things done.
Topics in this article:
Sending a DM from the Notifications Panel
Sending a DM from the Message Center
Using @Mentions in Direct Messages
Frequently Asked Questions
Use the table of contents on the right side of the screen to jump to a particular topic.
Sending a DM from the Notifications Panel
1. Click the bell icon in the top-right corner. This opens the Notifications panel. The Direct Messages tab is selected by default.
2. Choose one of the following options:
Start a new DM thread with a user or group of users: Click the compose icon to start a new DM thread.
Reply to an existing DM thread: Click "Reply" in an existing thread.
3. In the text field, enter your message and format it how you want. Use @mentions to notify others of your DM.
4. When finished, click the Send button.
Sending a DM from the Message Center
1. Click the Message Center tab on the left side of the screen. The Messages button is selected by default.
2. Choose one of the following options:
Start a new DM thread with a user or group of users: Click the compose icon to start a new thread.
Reply to an existing DM thread: Click an existing thread.
3. In the text field, enter your message and format it how you want. Use @mentions to notify others of your DM.
4. When finished, click the Send button.
Using @Mentions in Direct Messages
If you want someone to receive a notification about a DM, you must use an @mention. This will cause your DM to appear in their Notifications panel, which you can open by clicking the bell icon in the top-right corner.
To make an @mention, do the following:
1. Go to a place in Client Portal where you can send a DM or reply to one.
ℹ️ Note
See one of the above sections in this article for help sending a DM.
2. In the text field, enter the @ symbol and then type the name of a user. As you type, possible matching names will appear in a list.
3. Select the person you would like to @mention from the list.
⚠️ Important Note!
You must select an individual from the list. If you simply type in a name, no one will be notified of your DM, even if the @mention is in the correct format. When done correctly, the @mention is highlighted in gray. See the screenshot below for reference.
4. When you send your message, the number next to the person's bell icon increases by 1 and they receive an email.
Frequently Asked Questions
What's the difference between messages and comments in Sisu and Client Portal?
Direct Message: Direct messages are only visible to the recipient(s) of the message. Direct messages are not visible to clients.
Comment: Comments are tied to transactions, tasks, and documents. This means that those who are involved with those transactions, tasks, and documents will be able to see your comments and reply to them. Comments can be client facing.
When I @mention someone, how will they be notified?
Short answer: through email and the Notifications panel
An @mention will send an email prompting the recipient to log into Client Portal to check the notification.
@mentions also increase the counter next to the bell icon. Click the bell to open the Notifications panel and see new messages.
Where can I see and manage all my DMs?
Short answer: the Message Center and the Notifications panel
What actions can you take from the Notifications panel?
You can open the Notifications panel by clicking the bell icon in the top-right corner of Sisu. Here are some of the actions you can take right from the Direct Messages tab of the Notifications panel.
Reply to a DM
Mark the thread as read/unread; or archive the thread
