Roles and Channels
Contents
For Tasks and Messages, it's possible to specify
- the person to whom the Task/Message is assigned or sent
- the person who appears as the Sender
- the delivery channel by which messages and reminders are sent (eg email, Slack DM)
These settings are found in the left sides of the Task Editor ('Assignee and Sender' section) and the Message Editor ('Sender and Recipient').
Recipient or Assignee
Tasks and Messages can be sent or assigned to different people in your organization. The person receiving the task is referred to as the Task assignee or Message recipient. The default recipient/assignee in Dado is the Participant; this is the person that's enrolled in an experience.
Assigning a Task or sending a Message to another role
You can set another role as the assignee or recipient. The most common use case is to assign a task to a Manager. To do so, start by adding a Supporting Actor to your experience. Then, click "Edit" in the 'Sender and Recipient' section of the Message Editor or the 'Assignee and Sender' section of the Task Editor.
Delivery channels
Channels define the way through which Tasks and Messages (and the associated reminders) are delivered.
The default channel is Work Email. For Participants, two possible channels are pre-defined in Dado: Work email and Personal email. This allows you to e.g. communicate with a new hire before they received their company accounts.
By setting up additional integrations you can also specify notifications to be sent via Slack direct messages or MS Teams direct messages.
Delivery channels can only be set to send Slack or Teams notifications via direct message. If you want to send a message to a channel, set the channel up as a supporting actor.
Please note: tasks can only be sent via Slack/Teams direct message, and not to channels. This is to preserve the accountability and traceability of a designated person being responsible for the task.
A task can be delivered through multiple channels at the same time; to do so, simply check the different checkboxes for each channel you'd like to use.
Sender
It's also possible to customize who is shown as the sender of a Message or Task.
For Messages and Tasks delivered via email, you can set:
sender name (what appears in the recipient's inbox)
- the reply-to email (when an employee replies to an email about this Task or Message, which address will receive this reply)
For Messages and Tasks delivered via instant message, it is not possible to customize the Slack/Teams user who sends the message.
