Learn how to manage notification roles and sites and employees for notification roles
If you choose NOT to use the new Notification Feature then the notifications you are currently receiving will remain as is.
Index:
- Access Your Notification Roles
- Add a new Notification Role
- Edit an Existing Notification Role
- Link All Sites with a Notification Role
- Unlink All Sites from a Notification Role
- Unlink Selected Sites from a Notification role
- Linking Employees with a Notification Role
- Unlink Selected Employees from a Notification Role
Access Your Notification roles
To access your notification roles click on the cog wheel in the top right hand corner of the Web Portal and select Notification Roles .
This will open the list of notification roles for your account.
Add a New Notification Role
Click on the New Notification Role button above the list.
Enter a relevant name for the notification role. Tick the Activate checkbox to enable the notification role (you can skip this step if you want to and first fully configure the notification role before making it active).
Tick the notification checkboxes you want to enable for this notification role. They are grouped by feature and there can be multiple notifications per feature.
Click on Save to save and continue editing the notification role or Save & Close to save and close the notification role dialog.
Edit an Existing Notification Role
Click on the Edit button to the right of the notification role you want to edit.
The Notification Role dialog box will open. You can change the role name, active/deactivate the notification role and select/deselect any of the enabled notifications for this role.
Once you have made your changes click on Update or Update & Close.
Link Sites with a Notification Role
When sites are selected, non-site related notifications are disabled. To add non-site related notifications to notification roles, you can disassociate the sites or create different notification roles and not associate sites with them.
To associate the Notification role with a Site(s) Click on the Sites tab.
A new dialog box will open. Click on Select Sites.
A list of your Sites will display. Select the relevant site(s) by clicking in the boxes to the left of the site (pink is selected) then click on Select & Close.
The selected site(s) will display. You can unlink the Site by clicking on the Unlink option to the right.
Link All Sites with a Notification Role
To link ALL sites click on the List Menu button and then click on Link All
A dialog box will then display asking you to confirm your selection. Click on Yes to confirm or No to navigate away.
Unlink All Sites from a Notification Role
To Unlink ALL sites click on the List Menu button and then click on Unlink All
A dialog box will then display asking you to confirm your selection. Click on Yes to confirm or No to navigate away.
Unlink Selected Sites from a Notification Role
To Unlink selected sites from a Notification role click in the box to the left of the sites you want to unlink (pink is selected) and then click on List Menu and Unlink Selected sites.
A dialog box will then display asking you to confirm your selection. Click on Yes to confirm or No to navigate away.
Linking Employees with a Notification Role
To associate the Notification role with Employees Click on the Employees tab.
A new dialog box will open. Click on Select Employees.
A list of your Employees will display. Select the relevant employees by clicking in the box to the left of each employee that you want to select (pink is selected) and then click on Select & Close.
Unlink Selected Employees from a Notification Role
Click on the Employees tab
The selected Employee(s) will display. You can unlink the employee(s)individually by clicking on the Unlink option to the right of the applicable person's name.
Or click in the square to the left of each Employee you want to unlink and then click on List Menu and then the Unlink Selected option.
A dialog box will then display asking you to confirm your selection. Click on Yes to confirm or No to navigate away.
If you need any further help or have any questions please contact the support team by email: support@siteconnect.io or Ph: 0800 748 763