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FAQs / What types of alerts do I get on each user level i.e. Account Owner, Admin, or a Staff User?

Type of alerts that can be sent to each user level can be either ‘an email sent for each subscribed event’ or ‘a daily digest that summarizes all the events for the day’. Staff users receive email alerts for actions they’ve subscribed to only when they’re involved in the action.

Following actions generate email alerts for the Account Owner/Admin, which include all the notifications we have on the system:

Order Booked*

Order Rented Out*

Order Returned*

Order Payment Received*

Order Cancelled

Order Cancellation Request

Orders Due Today

Orders Due in ‘x’ days

All Overdue Orders

Order Placed on Web Store

Invoice Signed By Customer

Bookings Starting Today

Bookings Starting in — days

Service Record created

Service Started on an Asset

Service Extended for an Asset

Service Completed on an Asset

Comments on Services

Retiring Asset

Reactivating Asset

Scanning Asset Label

Request for Stock

Send Low Stock Threshold Alert

Rental Meter Threshold Alert

Email Print Labels

Send Custom Field Alert

* Order Printouts will be sent with these alerts. Note that this is only applicable when the email template is set to ‘Default’.

The following actions generate email alerts for Staff users:

Order Booked* Order Rented Out* Order Returned* Order Cancelled
Order Cancellation Request Orders Due Today All Overdue Orders Order Placed on Web Store
Invoice Signed By Customer Send Low Stock Threshold Alert Rental Meter Threshold Alert

* Order Printouts will be sent with these alerts. Note that this is only applicable when the email template is set to ‘Default’.

Customized Email Alerts for Users: An Admin can also customize the email templates for most of the alert types from More Alerts Alert type e.g. Order Booked Click Add New

Add new

Create email template

You can then customize the template for ‘Order Booked’ alerts. Insert placeholders containing dynamic data such as Order number, completed by, duration, and more (Note: Customization does not apply for mail digests). Learn more about customizing email templates.

Admins can also view, edit, activate/deactivate or customize email templates from the Alerts page → Click the Email templates button on the right Choose User Templates Click ‘Add Template’ button on the left.

Add template

On the Alerts page, an Admin and a Staff User can also customize these alerts based on groups and locations (see image below). You can receive alerts specific to these groups and locations.

Available locations

Note: Admins and Staff Users can filter what kind of alerts they want to receive from their accounts. Also, users can subscribe to our regular newsletters. Only account owners can subscribe to performance reports.

Posted in: Account/Users Related

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