Reporting
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      Adding or Updating Email Address for Notifications and Reporting

      Adding or Updating Email Address for Notifications and Reporting 

       
      REPORTING: 

      1. Navigate to Settings > General > Reporting
        Select “Add Email”, enter in the Name and Email Address, then select Weekly and/or Monthly.

         

       

      1. The user will receive an email verification that they must follow through and once verified, the process is complete. 

       

      1. A user can also be deleted from this list by simply clicking on the red garbage can shown above, under Actions. 

       

      PULSECHECK (REVIEW) NOTIFICATIONS: 

      1. Navigate to Settings > Dispatch > Notifications
        Click Add Email to add the email address of a user, select Delete Email to delete them. 

       

       
      NOTE: Only one email address can be entered in to receive pulseCheck notifications.
      If the customer wants more than one user, they can do one of 2 things: 

      1. Create an email alias which encompasses all the users they wish to receive the notifications, and enter add that email address here 
      1. Setup a forwarding rule in their inbox that forwards the emails to other users