Setting up Employees and Adding Alerts

To setup employees go to Organization --> Employees and click +NEW EMPLOYEE

 

Complete Personal Information. Include digital signatures if this employee is going to digitally sign documents such as legal forms, applications, etc.

Next, complete Privileges. NOTE: VERY IMPORTANT -- Employees need to be assigned ROLES and BUILDINGS to see anything

Finally, setup Alerts. Alerts is a way to set up notifications for you and your staff for certain system actions. Examples would be Non Sufficient Funds (NSF) Notifications, Applications in Progress, and more. 

To setup Alerts go to Organization --> Employees --> Choose employee in question and click on Alerts. 

NOTE: IF YOU HAVE THE COMMUNICATION MODULE, DO NOT USE THE MAINTENANCE ALERT HERE. THIS WILL CAUSE DUPLICATE EMAIL NOTIFICATIONS.

 

Select the appropriate Alerts for this employee and choose the Property or Portfolio that are applicable. 

 

Click Save once complete.

Next, invite Employees to the system. Go to Actions--> Send Welcome Email

 

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