How do I set up who gets the ticket notifications?
Summary/Goal:
How to set up/edit your work order notification emails.Step-by-step:
- UNDER THE SETTINGS TAB you will find the "Ticket Recipients" link. Click on that to go to the Ticket Recipients page.
- ADD OR EDIT THE EMAILS within the Ticket Recipients page. Click on update once finished and now the emails that have been saved will receive a copy of all ticket notifications. This includes work orders, activity logs, insurance & pet tickets.
There is another way to ensure that your notifications are going to the right people, and that is through "USER ROLES".
Located under "Settings" and "User Roles" you will find the options for assigning roles to your PIlera administrators. The role of "Community Manager" will automatically designate that person to receive ticket notifications as well as some other Pilera notifications. To learn more about "User Roles", please see our Help Article that shows you how to assign roles to your staff. **Please note: User roles is not a feature under Settings that every Pilera administrator has access to. Company Admins and Community Managers have that feature.
Testing:
Create a new 'test' work order to make sure you get it. Tips:
Ticket Settings are specific to each community so you will need to add yourself to any community you wish to receive work orders for.
Conclusion:
Adding and editing who should receive work orders is very easy within Pilera. Make sure to keep each community's information up-to-date so the right people receive them.Related Articles
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