Documentation Index
Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt
Use this file to discover all available pages before exploring further.
What are Messages?
Messages is a shared inbox at the organization level where review requests, system notifications, and team communications are collected. It gives your team a central place to track items that need attention across all projects in the organization. Messages are created automatically by automation Review steps or by the system. Each message belongs to a specific project but is visible from the organization-wide Messages page.Accessing Messages
Click Messages in the organization navigation bar. The Messages page shows all open messages across projects in the organization.Message Cards
Each message appears as a card with the following information:| Field | Description |
|---|---|
| Status | Open or Closed |
| Source | Where the message came from — system, automation, or onboarding. For system messages, the creator’s name is shown in parentheses. |
| Title | The message subject |
| Description | A preview of the message content |
| Created | When the message was created |
| Due | Optional due date |
| Assigned | Team member the message is assigned to |
Filtering Messages
Use the source filter tabs at the top of the Messages page to narrow the list by origin:| Tab | Shows |
|---|---|
| All | Every open message |
| System | Messages created by Royaltyport (e.g. platform notifications, admin actions) |
| Automation | Messages created by automation Review steps |
| Onboarding | Messages created during project onboarding |
Managing Messages
Assigning
Select a team member from the Assigned dropdown on the message card to assign it. Any organization member can be assigned.Viewing Details
Click View on a message card to open the full message detail page within its project. The detail page shows:- Message thread — the full description and any replies
- Review data — if the message was created by a Review step, the automation’s data is displayed as an expandable JSON tree with Approve and Reject buttons for items in wait mode. Any UUID values in the data are automatically resolved to their human-readable names (e.g. a contract ID is replaced with the contract title). If the step was configured with a link, an Open button appears next to the title — clicking it opens the URL in a new tab. A description is shown below the title when one was configured.
- Sidebar — status, source, assigned user, participants, and timestamps
- Replies — team members can add replies with attachments to discuss the message
Approving and Rejecting Reviews
When an automation Review step creates a message in wait mode, the workflow is paused until a team member acts on it. The review data card shows an Action required label with two buttons:- Approve — resumes the automation workflow from where it paused
- Reject — stops the automation workflow
Review steps in continue mode create messages for visibility but do not pause the workflow — no approval or rejection is needed.
Dismissing
Click the menu icon on a message card and select Dismiss to remove it from the inbox. Dismissed messages are hidden but not deleted.Messages from Automations
Automation Review steps are the primary source of messages. When a Review step executes:- A message is created in the target project with the configured title, description, and optional link
- The review data is attached to the message and displayed as an expandable JSON tree
- The message appears in the organization Messages inbox; if a link was configured, an Open button appears on the review card so reviewers can navigate directly to the related resource
- If the review mode is wait, the workflow pauses until a team member approves or rejects it
Related Documentation
Review Step
The automation step that creates review messages.
Project Inbox
Project-level inbox where messages also appear.