Get Started: Custom Messaging

Custom Messaging lets you create messages that appear to users in the JumpCloud User Portal. You can create a Login Dialog that users see when they sign in, or an Announcement Banner that appears in the User Portal after they sign in.

You manage both message types from Settings in the Admin Portal. Each message starts as a Draft. Users see a message only after you publish it. Published messages show as Active. You can target a message to specific user groups or to all users.

Accessing Custom Messaging

Configure Custom Messaging from the User Portal settings in the Admin Portal.

1. Log in to the JumpCloud Admin Portal.
2. Go to Settings > User Portal.
3. Under Custom Messaging, click the Login Dialog or Announcement Banner tab.

Reviewing the Custom Messaging List

The Custom Messaging section shows the messages for the tab you selected. Use the list to find drafts, see which messages are active, and open actions for each row.

The list includes these columns:

• Title
• Message Type
• Status
• Created
• Published
• Analytics

From each row you can View, Edit, Delete, Publish, or Unpublish a message. Use Search messages to find a message by title. Click Add to create a new message for the selected tab.

Creating a Login Dialog

A login dialog is a dialog message users see when they sign in to the User Portal. Create it from the Login Dialog tab.

To create a login dialog:

1. Click the Login Dialog tab.
2. Click Add. The Add Login Dialog modal appears.
3. Under Message Severity, select Info or Warning.
4. In the Header Title field, enter the dialog heading. You can enter up to 80 characters.
5. In the Description field, enter the message body. You can enter up to 250 characters.
6. Under User Groups, select the groups that should see this dialog.
7. Under Display Frequency, select how often the dialog appears.
8. (Optional) In the Link Title field, enter the link text users see.
9. (Optional) In the Link URL field, enter the link destination.
10. Click Add. The login dialog is saved as a Draft. Users do not see it until you publish it.
11. To publish, find the draft in the list, scroll to the right, and click Publish.
12. Review the go-live date and audience in the Publish Login Dialog modal, then click Publish. The status changes to Active, and users in the selected groups see the dialog when they sign in to the User Portal.

Creating an Announcement Banner

An announcement banner is a banner message users see in the User Portal after they sign in. Create it from the Announcement Banner tab.

To create an announcement banner:

1. Click the Announcement Banner tab.
2. Click Add. The Add Announcement Banner modal appears.
3. Under Select type of Message Banners, select Default, Info, Warning, or Error.
4. In the Heading field, enter the banner heading. You can enter up to 80 characters.
5. (Optional) Select the Is Dismissible checkbox if users can close the banner.
6. In the Description field, enter the message body. You can enter up to 250 characters.
7. Under User Groups, select the groups that should see this banner.
8. (Optional) In the Link Title field, enter the link text users see.
9. (Optional) In the Link URL field, enter the link destination.
10. Click Add. The announcement banner is saved as a Draft. Users do not see it until you publish it.
11. To publish, find the draft in the list, scroll to the right, and click Publish.
12. Review the go-live date and audience in the Publish Announcement Banner modal, then click Publish. The status changes to Active, and users in the selected groups see the banner in the User Portal after they sign in.

Publishing a Message

Publishing makes a draft message visible to the users you selected. Use Publish on a Draft row.

To publish a message:

1. In the message list, find the Draft message.
2. Scroll to the right and click Publish. The Publish Login Dialog or Publish Announcement Banner modal appears.
3. Review the go-live date and audience.
4. Click Publish. The message status changes to Active. Users in the selected groups see the message in the User Portal.

Unpublishing a Message

Unpublishing removes an active message from the User Portal and returns it to draft.

To unpublish a message:

1. In the message list, find the required Active message.
2. Scroll to the right and click Unpublish. The message status changes to Draft.

Editing a Message

You can update a login dialog or announcement banner after you create it. The available fields match the create flow for that message type.

To edit a message:

1. In the message list, scroll to the right and click the 'edit' icon for the required message. The Edit Login Dialog or Edit Announcement Banner modal appears.
2. Update the fields as needed.
3. Click Save.

Viewing a Message

Use the view option to open a preview of the message without editing it.

To view a message:

1. In the message list, scroll to the right and click the 'view' icon for the required message.
2. Review the message in the Preview modal.

Deleting a Message

Deleting permanently removes the message. This action cannot be undone.

To delete a message:

1. In the message list, scroll to the right and click the 'trash' icon. The Delete Login Dialog or Delete Announcement Banner modal appears.
2. Click Delete to confirm that you want to delete the message.