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Office work · Reference

Use portal messages and profile-change review

Find conversations and distinguish portal communication from private mailbox access.

Where
Staff portal > Messages
Access
Sending: staff roles other than Auditor and Viewer; recipient and record access still apply.

Read and respond

  1. Open Messages. Select the relevant conversation or business-message view.
  2. Confirm the recipient and record. Read the existing conversation before responding.
  3. For a business conversation, enter the subject and message, then use Send to vendor inbox when ready. Other conversation types use their displayed send action.
  4. Confirm the message appears in the conversation. Check for an error before retrying to avoid duplicate messages.

Profile changes and privacy

The message center also provides profile-change review. Review the change and the affected record rather than assuming an unread badge always represents a new message.

Ordinary portal inboxes do not expose imported private mailbox messages. Email & notifications is a separate protected administration panel and stays locked. A portal conversation does not grant access to that mailbox.

Do not assume an external email was delivered because a portal message was saved. Follow the displayed workflow result and report delivery concerns to the operator.

For v12.9 workflows · Reviewed September 23, 2026