Adding Recipients to Alert

Overview

You may want to include additional managers or supervisors to existing email alerts.

Prerequisites

You need to have an account with the Company Administrator, Super User role, or a custom role with the rights to edit Alerts.

Solution

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Navigate to Alerts > Configure Alerts.
   
   
   
   
3. Click on the alert to which you want to add new recipients and select Edit Alert.
   
   
   
   
4. Click on the step 5. Action Setup.
5. Expand the corresponding group and select the required recipients.
   
   
   
   
6. Click Save & Close.

Testing

You can navigate to Alerts > View Alerts and, once the corresponding alert is triggered, ask one of the newly added recipients to confirm that they have received the same alert via email.

Back to top