Change a user's notifications

A list of notifications that a user receives can be viewed on the user's profile page.  These can be very useful when they are setup as they will automatically notify specific users when the designated trigger is hit.  To change a user's notifications follow the steps below :

Select Staff from the navigation menu on the left side of the page.
Select Users.
Use the search bar to find the user you would like to amend the notification settings for and select them.
This will bring you to the users profile page.  Here you can see an overview of their personal details, the Roles panel, Abilities panel, Notifications panel, as well as the Tasks panel.  Select Edit on the Notifications panel.
At the bottom of this page is the notification settings.  Tick the appropriate notifications you would like to apply for this user.
Select Save

There are several different triggers for the notifications to be sent out :



Event contracted : When an event status is set to Contracted.
Invoice authorised : When an invoiced has been authorised.
Task completed : When a task that has been created is set to Complete.
Task created : When a task has been created.  This can be either an account-related task, an event-related task, or a task assigned to a user.
Daily task summary : A daily notification that is sent out at 08:00 each day with a list of the tasks that are incomplete and have reached their due date or are overdue.

These notifications will appear in the notifications dropdown menu at the top of the page (bell icon) as well as be sent via email to the users designated email address.

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Updated on: 02/09/2020