---
title: Notification Roles
description: Learn how to manage notification roles and sites and employees for notification roles
---

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1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en)
2. [Notifications](https://docs.sitesoft.com/notifications?hsLang=en)

# Notification Roles

## 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](https://docs.sitesoft.com/how-to-manage-notification-roles#accessyournotificationrole)
- [Add a new Notification Role](https://docs.sitesoft.com/how-to-manage-notification-roles#Addanewnotificationrole)
- [Edit an Existing Notification Role](https://docs.sitesoft.com/how-to-manage-notification-roles#editanexistingnotificationrole)
- [Link Sites with a Notification Role](https://docs.sitesoft.com/how-to-manage-notification-roles#addingsitestoanotificationrole)
- [Link All Sites with a Notification Role](https://docs.sitesoft.com/how-to-manage-notification-roles#linkallsites)
- [Unlink All Sites from a Notification Role](https://docs.sitesoft.com/how-to-manage-notification-roles#unlinkallsites)
- [Unlink Selected Sites from a Notification role](https://docs.sitesoft.com/how-to-manage-notification-roles#unlinkselectedsites)
- [Linking Employees with a Notification Role](https://docs.sitesoft.com/how-to-manage-notification-roles#associatingemployeeswithanotificationrole)
- [Unlink Selected Employees from a Notification Role](https://docs.sitesoft.com/how-to-manage-notification-roles#unlinkselectedemployees)

### 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** .

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-05-46-38-0473-AM.png?width=421&height=296&name=image-png-Nov-13-2024-05-46-38-0473-AM.png)

 

This will open the list of notification roles for your account.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-05-49-16-2251-AM.png?width=688&height=163&name=image-png-Nov-13-2024-05-49-16-2251-AM.png)

 

### Add a New Notification Role

 

Click on the **New Notification Role** button above the list.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-05-53-08-9681-AM.png?width=473&height=113&name=image-png-Nov-13-2024-05-53-08-9681-AM.png)

 

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).

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-05-59-30-8977-AM.png?width=654&height=232&name=image-png-Nov-13-2024-05-59-30-8977-AM.png)

 

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.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-01-20-8040-AM.png?width=688&height=278&name=image-png-Nov-13-2024-06-01-20-8040-AM.png)

 

 Click on **Save** to save and continue editing the notification role or **Save & Close** to save and close the notification role dialog. 

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-05-34-8972-AM.png?width=290&height=82&name=image-png-Nov-13-2024-06-05-34-8972-AM.png)

 

### **Edit an Existing Notification Role**

 

Click on the **Edit** button to the right of the notification role you want to edit. 

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-12-17-2184-AM.png?width=688&height=140&name=image-png-Nov-13-2024-06-12-17-2184-AM.png)

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.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-18-56-7074-AM.png?width=688&height=298&name=image-png-Nov-13-2024-06-18-56-7074-AM.png)

 

Once you have made your changes click on **Update** or **Update & Close**.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-15-16-2739-AM.png?width=313&height=88&name=image-png-Nov-13-2024-06-15-16-2739-AM.png)

 

### 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.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-24-48-1268-AM.png?width=688&height=125&name=image-png-Nov-13-2024-06-24-48-1268-AM.png)

 

A new dialog box will open.  Click on **Select Sites.**

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-28-25-5144-AM.png?width=688&height=153&name=image-png-Nov-13-2024-06-28-25-5144-AM.png)

 

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**.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-29-39-3219-AM.png?width=688&height=223&name=image-png-Nov-13-2024-06-29-39-3219-AM.png)

 

The selected site(s) will display.  You can unlink the Site by clicking on the **Unlink** option to the right.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-31-51-9081-AM.png?width=688&height=144&name=image-png-Nov-13-2024-06-31-51-9081-AM.png)

### Link All Sites with a Notification Role

 

To link ALL sites click on the **List Menu** button and then click on **Link All** 

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-01-47-28-8073-AM.png?width=688&height=319&name=image-png-Nov-15-2024-01-47-28-8073-AM.png)

 

A dialog box will then display asking you to confirm your selection.  Click on **Yes** to confirm or **No** to navigate away.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-01-49-18-8277-AM.png?width=463&height=175&name=image-png-Nov-15-2024-01-49-18-8277-AM.png)

 

 

### Unlink All Sites from a Notification Role

 

To Unlink ALL sites click on the **List Menu** button and then click on **Unlink All** 

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-01-53-14-9356-AM.png?width=688&height=364&name=image-png-Nov-15-2024-01-53-14-9356-AM.png)

 

A dialog box will then display asking you to confirm your selection.  Click on **Yes** to confirm or **No** to navigate away.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-02-02-24-1420-AM.png?width=460&height=201&name=image-png-Nov-15-2024-02-02-24-1420-AM.png)

 

 

 

### **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. 

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-01-56-55-7218-AM.png?width=688&height=365&name=image-png-Nov-15-2024-01-56-55-7218-AM.png)

 

A dialog box will then display asking you to confirm your selection.  Click on **Yes** to confirm or **No** to navigate away.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-02-01-14-0115-AM.png?width=462&height=196&name=image-png-Nov-15-2024-02-01-14-0115-AM.png)

 

### **Linking Employees with a Notification Role**

 

To associate the Notification role with Employees Click on the **Employees** tab.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-41-39-4475-AM.png?width=688&height=124&name=image-png-Nov-13-2024-06-41-39-4475-AM.png)

 

A new dialog box will open.  Click on **Select Employees.**

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-43-38-0133-AM.png?width=688&height=195&name=image-png-Nov-13-2024-06-43-38-0133-AM.png)

 

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**.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-46-32-3484-AM.png?width=688&height=335&name=image-png-Nov-13-2024-06-46-32-3484-AM.png)

 

### Unlink Selected Employees from a Notification Role

 

Click on the **Employees** tab

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-03-36-50-2584-AM.png?width=688&height=122&name=image-png-Nov-15-2024-03-36-50-2584-AM.png)

 

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.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-13-2024-06-47-15-3731-AM.png?width=688&height=165&name=image-png-Nov-13-2024-06-47-15-3731-AM.png)

 

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.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-03-38-54-4990-AM.png?width=688&height=320&name=image-png-Nov-15-2024-03-38-54-4990-AM.png)

 

A dialog box will then display asking you to confirm your selection.  Click on **Yes** to confirm or **No** to navigate away.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Nov-15-2024-03-41-15-2096-AM.png?width=455&height=193&name=image-png-Nov-15-2024-03-41-15-2096-AM.png)

 

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