This article will walk you through how to update User Notification Settings. If you are a Service Provider User, please use the following article Update User Notification Settings (for Service Providers).
(NOTE: If at any point through this walkthrough you do not have access to what is shown in the steps below, it is likely your job title does not have the required permission access tor editing notifications. For information on updating your permissions, please contact your Ecotrak account admin and review the following article User Roles and Permissions)
Step 1)
After logging into Ecotrak, you will want to navigate down to the Users Module found under the Configuration Tab in the left menu bar.
Step 2)
Now that you have navigated to the Users module, you will want to click on the Notifications tab at the top of the page.
Step 3)
After clicking on Notifications, you will see a list of the job titles on the left hand side, and you will see the currently selected notification settings on the right hand side. The Notification settings are separated into four sections:
New Work Order
Work Order Changes
Invoices
Proposals
For each Notification setting, there are two options:
Email: Receive Email Notifications
Push: Receive Mobile Notifications
Step 4)
To edit a Job Title's Notification Settings:
Click on the job title you'd wish to edit
Click on the Edit button on the right side of the page
Check/uncheck the notifications of your preference
Click Save
Step 5)
After clicking Save, your notifications will be updated!