Locating Notification Settings On Staff Profiles
In this article, we'll show how to navigate to an Admin, Office Manager, Staff, or Trainee's profile to update their individual notification settings.
You can use the Bulk Notification Editor to update notification settings for roles in Bulk.
Depending on the level of the staff role, different notification options that are applicable to that level of staff role will be displayed.
First, navigate to the Main Staff List:
Then, click on the name of the staff member or user who you would like to edit notifications for:
Note: If you'd like to be taken to the notification settings right away, you can click the "Edit Settings Link" shown to the far right of each listed staff member or user
Click Edit Settings just below their staff name at the top of their profile:
Click on the Notifications tab:
Navigate to the setting you would like to adjust:
Uncheck the box to turn off the notification:
A checked box means the notification is on, and an unchecked box means the notification is off.
To turn on all Dashboard or Email notifications, click the "All" button. To turn off all Dashboard or Email notifications, click "None". Notification settings will auto-save on this page:
How To Access Staff Profile On The Lite Plan
For admins on the Lite plan, you can access your staff profile two ways. First, you can search for your name in the search bar and click on your name under "Staff".
You can also click the profile picture in the upper right-hand corner of the Dashboard and select "Edit My Info" from the dropdown menu.