Limiting who a Prospect/Client can Message

Can I limit who a Contact can send a Message to?

Yes, this is possible.

How do I limit who a Contact can Message?

If you're an Admin, you can access the Settings menu in Messaging.

When you click that menu, you will see an option to enable Designate Staff to whom Contacts can Message

By default, Prospects & Clients are able to Message to any Admin, Project Manager or Office Manager.

When you enable this setting, that default will be removed. Instead, you will designate exactly which Staff Member(s) the Prospects/Clients are able to Message.

Here, you will set which Contacts can message which Staff members.

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