How to create a one-on-one chat on the Back Office Dashboard?

The Messenger feature in GuardsPro allows admins, back-office users, and guards to communicate directly in real time. A one-on-one chat provides a private conversation between two users, making it easy to exchange messages, share updates, and send attachments such as images, audio, and video.

You can create the conversation with or without selecting a post site, depending on whether the communication needs to be associated with a specific location.

📌 Prerequisites

Before you begin, ensure that:

• You have access to the Messenger module.
• The Messenger module is enabled for your company.
• The user you want to message is already added to GuardsPro.

✅ This guide will walk you through the steps to create a one-on-one chat on the Back Office Dashboard:

🧭 Step 1: Open Messenger and Start a New Message

• Click Messenger from the main menu on the dashboard.
• Click Add New and select New Message.

👤 Step 2: Choose a User

• Select the user you want to start a one-on-one conversation with from the available user list.

📍 Step 3: Choose a Post Site or Continue Without One

• Select a Post Site if you want the conversation to be associated with a specific post site.
• Alternatively, skip the post site selection to create a general one-on-one conversation.

💬 Step 4: Start the Conversation

• Type your message in the chat window and send it.
• You can also attach multimedia files, such as images, audio, or video, as needed.
• The message will be immediately available to the selected user.

🛠 Step 5: Manage the Conversation

• Click the three-dot menu in the top-right corner of the chat window to access additional options.
• From here, you can activate One-Way Conversation or Archive the conversation.

⚠️ Note: If you do not want guards to have access to one-on-one or group chats, you can disable this option from the global settings. Click your company name in the top-right corner and navigate to Settings > Global Settings for Security Guards > General. Enable Disable Creating Group and Individual Chats for Guards, then click Save.

🎯 That’s it! You can now create a one-on-one chat in Messenger to communicate directly with another user, with or without associating the conversation with a specific post site.

For further assistance, please feel free to contact our support team anytime.