Notifications: Email & Dashboard Message

In the main admin settings of the SiteCapture web app, portal admins can turn on notifications, manage the sender name and reply-to email address and add a dashboard message.

More on how SiteCapture autogenerated emails work. (what email address the email comes from, the reply-to email address and what sender name will appear).

1. Go to Admin > Settings.

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2. Under "Notifications" enter an email to be copied on any notifications in the "Send email notifications to box". These emails are usually a portal admin or administrator's email OR it could be a group email address your company uses. The sender name can be your company name or the name of the person who manages the company.

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3. If the "Sender's reply-to email address" is left blank, users will receive notifications from do-not-reply@sitecapture.com or do-not-reply@sitecapture.com by default. If you would like your users to be able to reply back to your own email please fill this in with the appropriate email address.

 

4. Check the box if you would like an email sent to the user when a new project is created. Enter text for the custom email. Click "Save Changes" in the top right.

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5. Check the box if you would like an email sent to the user when a project/work is assigned to a user. Enter text for the custom email. Click "Save Changes".

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6. Email notifications will be sent when project/work has been re-assigned. The original assigned user or company will get a notification that the work was re-assigned and it will include the project id.

7. If you are using SiteCapture premium and the vendor module, enter the message you would like Vendors to receive in their vendor invitation email. This will be sent after you set up the vendor in SiteCapture. See Adding and Connecting Vendors for more.

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8. If you want a dashboard message to display to your users, enter the message and click "Save Changes".

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9. This is where your dashboard message will appear when your users log in and view their dashboard.

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