Subscribe to Automated Staff Notifications

Your system can be automated to send notifications when certain events occur. For Example: An automated notification can be sent to a staff member when an On-line Membership Application is submitted.

Notifications can be assigned by clicking your name in the system header bar and choosing the My Notifications link; or an administrator can setup the notifications for a staff member on the Staff Users tab (Setup >  Staff and Users Access > Staff Setup). Notification descriptions and details can be found in the table below.

Via the My Notifications link

1. Click your name in the upper right hand corner; the staff options menu will display. Select My Notifications.

   

2. The Notifications window will open . You can either manually scroll through the list and assign the proper notifications, search for a specific notification, or you can use the Category dropdown to filter to a specific set of filters. ​​​​​Enabled notifications will display a blue checkmark.

   

   Use the top left checkbox to enable all notifications displayed on the screen, and/or select/deselect notifications as needed. Be sure to select the appropriate email address if needed (i.e. the staff member has more than one) and click Done to complete the subscriptions.
    

Via the Staff Users tab

1. In the Navigation panel, select Setup.
2. Click the Staff Setup link in the Staff and Users Access section. This will automatically open on the Staff Users tab.
3. Click the ellipsis  in the Actions column and select Notifications.

   

4. The Notifications window will open . You can either manually scroll through the list and assign the proper notifications, search for a specific notification, or you can use the Category dropdown to filter to a specific set of filters. ​​​​​Enabled notifications will display a blue checkmark.

   

   Use the top left checkbox to enable all notifications displayed on the screen, and/or select/deselect notifications as needed. Be sure to select the appropriate email address if needed (i.e. the staff member has more than one)  and click Done to complete the subscriptions.
    

   NOTE: If using a common or department email for multiple staff, at least one staff member in that department must have that email in their record. Only use one staff member to subscribe to those notifications; otherwise you may end up with multiple copies of the same notification in the email inbox!

The table below describes the notifications to which staff may subscribe.

Notification Details Table