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Conversation Settings: Administrator Guide

How administrators configure sitewide and role-specific Conversation settings, available hours, read receipts, parent student monitoring, keywords, translations, and multi-site controls.

Administrator access & multi-site experience: Conversation Settings are accessible only to Dashboard Administrators to govern hours, keywords, translation, and role permissions. For users logged into multiple schools or sites, conversation notifications are unified (users see ALL conversations across ALL sites). On the mobile app, dual-role users (staff who are also parents) display a clear role badge so they can easily distinguish whether they are operating as staff or parent.

This guide covers how administrators can configure conversation settings to control when and how conversations are used across the organization.

Accessing Settings

Navigate to Conversation Settings by:

  • Clicking the Conversations tile on the Home screen, then Settings

  • Clicking Settings under the Conversations submenu in the left-hand menu

Note: Conversation Settings are only available for Administrators in the Dashboard.

General Feature Settings

Feature Available Hours

Control when conversations can be sent and received throughout the week.

Available Days: Configure which days of the week conversations are allowed:

  • Su (Sunday)

  • Mo (Monday)

  • Tu (Tuesday)

  • We (Wednesday)

  • Th (Thursday)

  • Fr (Friday)

  • Sa (Saturday)

Time Restrictions: Set specific hours when conversations are active:

  • From: Start time for conversation availability

  • To: End time for conversation availability

Use Cases:

  • Restrict conversations to school hours only

  • Block weekend communications

  • Set "office hours" for staff availability

  • Prevent after-hours disruptions

Monitor Keywords

Automatically monitor conversations for specific words or phrases and alert designated recipients.

How It Works:

  • Add keywords that will trigger alerts when used in conversations

  • System monitors all conversations in real-time

  • Alerts are sent immediately when monitored keywords appear

Setting Up Keywords:

  • Enter keywords in the Keywords field

  • Separate multiple keywords appropriately

  • Consider variations of words you want to monitor

Alert Recipients:

  • Designate who receives keyword alerts

  • Can set multiple alert recipients for coverage

  • Recipients get notified when keywords are detected in conversations

Important: If no alert recipients are set, keyword monitoring will not function properly.

Unread Conversation Reminders

Status: Enabled/Disabled

When enabled, this feature sends reminders to users who have unread conversations, helping ensure important messages are not missed.

Benefits:

  • Reduces missed communications

  • Improves response times

  • Ensures important messages get attention

Translation Settings

Control how message translation works across the platform.

Translation Options:

Automatic:

  • Messages are automatically translated to the recipient's default language

  • No user action required

  • Seamless experience for multilingual environments

On Demand:

  • Users must manually request translation

  • Users press-hold on messages and click "Translate"

  • Gives users control over when translation occurs

Disabled:

  • No translation features available

  • All messages remain in original language

Considerations:

  • Choose based on your user base's language needs

  • Automatic translation works best for diverse language environments

  • On-demand gives users more control but requires extra steps

Role-Specific Settings

While general settings apply sitewide, administrators can configure role-specific permissions and feature capabilities for each user group (Teachers, Administrators, Staff, Parents/Guardians, and Students).

Recommended Staff & Administrator Permissions:

  • Is Manager: Grants full conversation management rights (equivalent to Administrator oversight) for users in this role.

  • Can Create Public Conversations: Allows creating open conversations that anyone with access can join. If Is Manager is checked, public conversation creation is automatically enabled and inherited.

  • Can Create Group Conversations: Allows starting group chats with multiple participants.

  • Enable Group Selection: Allows users to select pre-built Groups (formerly Target Lists) (e.g., classes or departments) as conversation participants.

  • Can See Hidden Users (optional): Allows seeing and messaging users who have been flagged as hidden in the directory.

  • Can Send Bulk Private Messages: Enables the Bulk 1/1 conversation tool to send individual, private message threads to multiple recipients simultaneously.

  • Target Roles: Configures exactly which other role groups this role is allowed to message (e.g., Teachers messaging Parents and Students).

Parent/Guardian & Student Permissions:

  • Most schools and districts do not give non-staff roles Is Manager, Can Create Public Conversations, Can Create Group Conversations, Can See Hidden Users, or Can Send Bulk Private Messages, or administrative bypass privileges.

  • Schools typically restrict Parents and Students to 1-to-1 messaging with verified staff only, disabling public conversation and group chat creation.

Conversation Features (Per-Role Capabilities)

Under each role tab, the Conversation Features section provides advanced capability controls:

  • Can See Read Receipts: When checked, users in this role can view delivery and read confirmations for messages they send. One checkmark indicates successful delivery; two checkmarks indicate that at least one recipient has opened and read the message. In the mobile app, users long-press a sent message (or click it in the dashboard) to see timestamps and the exact list of who has read it. (Recommended: Enabled by default for Staff and Teachers to monitor outreach; configurable for parents/guardians based on district policy.)

  • Can See Student Conversations: When enabled for Parents/Guardians, parents can view their linked students' message threads in a read-only capacity under their app's My Students tab. Parents cannot reply to or modify student threads, but can monitor communications with school staff for transparency and compliance with state parental oversight legislation (e.g., Kentucky SB 181, Oklahoma HB 3958).

  • Override Feature Availability: Allows designated roles (such as Administrators or Crisis Team Staff) to bypass the sitewide Feature Available Hours. Users with this setting enabled can initiate or reply to conversations outside standard school or office hours (e.g., evenings, weekends, or emergency situations) even when conversations are otherwise locked for general users.

Role-Specific Available Hours Override: In addition to the feature checkboxes, each role can have custom available days and operating hours that override the sitewide schedule. For example, Teachers can have active conversation hours restricted to Monday–Friday from 7:00 AM to 5:00 PM, while general sitewide hours remain open 24/7 for community announcements.

Multi-Site Management & User Experience

In multi-school districts or organizations operating multiple sites, administrators can manage settings centrally while ensuring a seamless, unified experience for community members:

  • Applying Settings Across Sites: Administrators with multi-site privileges can replicate their Conversation settings across campuses in one click. Click Apply Settings for Other Sites to select target schools and push configuration uniformly.

  • Unified Multi-Site Notifications: Users (parents, teachers, or staff) who belong to or are logged into multiple schools do not need to switch back and forth to stay informed. Their conversation notifications and inbox view are completely unified—they see all conversations across all sites in one single, organized stream.

  • Role Badge for Dual-Role Users (Staff & Parent): For staff members who are also parents within the district, the mobile app displays an intuitive role badge. This visual badge allows dual-role users to easily see at a glance whether they are currently viewing/sending messages as a staff member or as a parent, preventing accidental cross-role communication.

  • Save Changes: Whenever changes are made to settings or multi-site replication, click Save at the bottom of the screen to commit your updates.

Best Practices for Administrators

Time and Day Restrictions

  • Consider your organization's operating hours

  • Account for different time zones if applicable

  • Balance accessibility with after-hours boundaries

  • Communicate restrictions clearly to users

Keyword Monitoring

  • Focus on words relevant to safety, policy, or compliance

  • Regularly review and update keyword lists

  • Ensure alert recipients are actively monitoring

  • Set up backup alert recipients for coverage

Translation Configuration

  • Point app users to the tutorial (found in User Settings Menu on the app) on how to use the app-wide translation feature

  • Consider cultural sensitivity in automatic translations

Setting Changes

  • Document all setting changes for reference

  • Communicate major changes to users in advance

  • Test settings with a small group before full rollout

  • Monitor usage patterns after implementing changes

Troubleshooting Common Issues

Keywords Not Working:

  • Verify alert recipients are properly configured

  • Check that keywords are entered correctly

  • Ensure monitoring is enabled

Time Restrictions Not Applied:

  • Confirm timezone settings are correct

  • Verify day/time configurations are saved

  • Check for conflicting role-specific overrides

Translation Issues:

  • Test with common phrases in different languages

  • Verify user language preferences are set correctly

  • Check network connectivity for translation services

Reminder Problems:

  • Confirm unread reminder feature is enabled

  • Check user notification preferences

  • Verify email/SMS delivery settings are correct


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