View and Search for the Participants in a Conversation

View the organization members who are participants in a Messaging conversation on your website.

1. Log in to the member-facing view of your website directly from the site itself, or click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view.
2. In the menu bar under the name of your organization, click on the Messaging icon (pair of speech balloons).
3. The “Messaging” overlay window that opens on the right side of your screen lists all the conversations in which you’re a participant.
4. Click on the box that contains information about an individual conversation to view details about it and the messages in it.
5. To view the participants in the conversation, click on the “view [X] participants” link, where [X] represents the number of participants.
6. In the “Participants” view that appears, the number of participants appears after the name of the view, along with the names of the participants. appear below the “Search and Add Members” box.
• To search for members by name and add them to the Messaging conversation, click in the “Search and Add Members” box and type all or part of the name of a member. As soon as you type into the search box, the “Add” list appears below the box to display only those names that match your search criteria.
• To choose a member by name to add to the Messaging conversation, click on the “+” button to the right of the member’s name in your search results.
• In the “Confirm Add Participant” window that opens, click on the “Add” button to add the member to the conversation. Remember that when you add a new member to a conversations, that member won’t be able to see any messages dated before you add the member to the conversation.
• To add more members to the conversation, re-enter the same or different search text in the “Search and Add Members” box, and repeat this process for as many members as you want to add from search results.
• To exit the process without adding a member to the conversation, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
7. To return to the conversation view, click on the “back to message” link.
• To return to the full list of your conversations, click on the “view all messages” link.