For more information about the availability of this feature, contact your Account Manager.

Administrators will have permission to Custom Alerts and Notifications by default, while other roles can have varying permissions to Custom Alerts and Notifications. These permissions can range from full access, view-only permission, or permission to create and send custom alerts and notifications from web. 

For Alert/Notifications Recipients

Your recipients do not need additional security role permissions for web or mobile to receive alerts/notifications. They will need to fulfill certain criteria such as, but not limited to, mobile phone/email on their employee profile and/or mobile to have 'Notifications' permission.

The requirements for recipients are detailed in the introductory article.

Permissions for Web

• Navigate to Manage and click Security Roles.

  

• The "Web" tab should be the initial tab. By default, we offer Administrator and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
• Click New Role to create a new role or the eye icon to modify an existing role.
  
• Enable the "Custom Alerts and Notifications" option(s) under "Tools and Communications"
  • No Access - No permission to access the Alerts and Notifications page.
  • Access All - All permissions listed below are enabled. 
  • View - View the alerts and notifications management page and the details of sent messages.\
  • Edit - Edit an unsent scheduled notification.
  • Add - Create an alert or notification.
  • Archive - Archive a previously sent notification to cut down on clutter.
• Enable the "Custom Alerts and Notifications Settings" permission if the security role also needs access to edit the settings for Alerts and Notifications.
  • No Access - No permission to access the Alerts and Notifications Settings page.
  • Access All - All permissions listed below are enabled. 
  • View - View the alerts and notifications settings.
  • Edit - Edit the alerts and notifications settings page.
• Save any changes.
• If you have created a new security role and are not familiar with assigning a security role, you can refer to the following articles to assign the role through the employee profile or assign the role through the Security Roles page.

For more information about all web permissions, you can refer to the following article.