Setting notification settings for a staff role

Your automated staff notifications send staff members essential information via email, SMS message, and push notifications. The types of notifications sent to a staff member depend on their staff role and staff role permissions. All staff members assigned to the same staff role will receive the same notifications.

NoteModifying the notification settings for a staff role will affect all staff members that use that role. To set different notifications for an individual staff member, you must create a new staff role or override notification settings in the staff member’s profile. For more information, see Overriding a staff member’s notification settings.

To set notification settings for a staff role:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Staff.
  4. On the Staff menu, click Staff Roles.
  5. In the list of staff roles, find the role you want to configure and then click the Edit button . You may have to browse the list, use the Search option, or filter the list to find the staff role you want to modify.
  6. Scroll down to the Notifications section of the permissions.
  7. Choose whether the staff member should receive notifications for All schedules or Only my schedules:
    • If you select All schedules, staff members associated with this role will receive a notification every time the notifications that you select are triggered by any staff member, client, or schedule.
    • If you select Only my schedules, staff members associated with this role will receive a notification every time the notifications that you select are triggered by that staff member or their own schedule.
  8. Select the check box for each permission this staff role should have.
  9. If necessary, update the DESCRIPTION of the staff role to match the permission changes you made.
  10. Click SAVE.
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