Two people discuss an employee record
Who is involved
| Role | What they do |
|---|---|
| HR manager | Starts the discussion. |
| Manager | Joins it as the line manager. |
Step by step
- HR manager
Presses Discuss in chat on an employee page.
What they see:A dialog with the neutral title Discussion opens.
- HR manager
Adds the line manager and starts.
What they see:The discussion opens with the employee card at the top.
- Manager
Opens the new conversation from their list.
What they see:It shows the card resolved for them.
- Manager
Opens the card.
What they see:The employee page opens because their department scope allows it.
- HR manager
Shares a different employee’s record into a direct message with a colleague who is not allowed to open it.
What they see:The colleague sees only that they do not have access to an employee record, with no name and no link.
Who is told what
People added to the discussion get an added-to-conversation notification.