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Sending a Broadcast to Your Team

The Broadcast Message page lets admins send an announcement to selected users, a whole role, or everyone in the tenant. The message reaches every active device (including field reps' mobile devices) and lands in each recipient's notification center — perfect for things like "Warehouse closing early" or "New price list effective Monday".

You'll only see this page if your role has the broadcast permission.

Steps

  1. Open Admin → Broadcast from the sidebar.
  2. Pick who receives it under Send to:
    • Specific users — a searchable user list appears. Type in the search box to filter by name, username, or email, then tick each recipient. The Recipients label counts your selections.
    • A role — pick the role from the Role dropdown (e.g. all sales executives).
    • Everyone in the tenant — no picking needed; a note reminds you it will reach every user.
  3. Write the Title (up to 120 characters) — this is the headline recipients see.
  4. Write the Message (up to 500 characters).
  5. Optionally add a Deep link — a dashboard path like /ops/day-cycles. Recipients who click the notification are taken straight there.
  6. Click Send broadcast. The button stays disabled until you have a valid target, a title, and a message.
  7. A confirmation dialog summarises exactly who will receive it (e.g. "the Sales Executive role" or "everyone in the tenant"). Click Send to confirm.
  8. On success you'll see a toast telling you how many recipients it was sent to, and the form clears for the next announcement.

Show me how

New to the screen? Click Show me how at the top-right of the page for a short guided tour of the composer. It also plays automatically on your first visit.

Things to know

  • Broadcasts cannot be recalled once sent — the confirmation step is your last check.
  • Recipients cannot mute broadcasts: the Broadcast category is locked on in everyone's notification preferences, so operational announcements always land.

Where to go next