Testing Web Office Messaging Team Chat

Back to Testing Checklist

The Web Office Messaging system, otherwise known as Team Chat, is an excellent tool for your Associates to communicate with their team.

After going through the checklists in the Get Started section, you’ll want to ensure this feature is working as it should by sending test messages to different test Associates.

  • Do this on your Live environment.
  • Do this for every market you have set up.

Report any errors you find to Customer Care or your DirectScale contact.

Before You Start

Testing Team Chat

To test the Web Office Team Chat.

  1. Impersonate your test Associate’s Web Office

    • Or navigate to [CLIENTID].office2.directscale.com and login with your test Associate’s credentials.
  2. Click the icon in the header.

  3. Send a message to a member of your test Associate’s team (another test Associate).

    New Chat panel
  4. Attach Documents and Media to the message by clicking the paper clip icon.

    Attach docs
    • Click the Globe icon to change the language.
    • Use the search bar to find files.
  5. In the messaged Associate’s Web Office, check if they received the send message.

    • A number on the icon indicates that they’ve received a message.
  6. Click the link for the attachment to download it.

  7. Select the received message and send a message back.

  8. Open the Team Chat from the Team Dashboard.

    Chat icon in Team Dashboard
    Chat option
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