How do I set up and use notifications?

Here is a user guide instructing you to enable, moderate, and manage notifications in ERP.

In this guide, you'll learn how to enable notifications, add notifications, view notifications, assign notifications to someone else, and resolve notifications.

Setting Up Notifications

First, you will want to turn on notifications. To do this, go to Admin Tools > System Settings > System Parameters Setup.

Click on the Notifications tab. Toggle on/off which functions you want to trigger notifications. In the Send to user input, enter the emails of all users you want notified. 

You can also specify the type of that particular item. For example, say you want someone notified for wholesale and ecommerce S/Os. Select those two options from the S/O Type dropdown.

Then, you'll assign the recipient of these notifications using the Send to user field.

When you're done, click Save. 

You will be prompted to log out to apply your new settings. Click Yes, logout to do so - then log back in.

Adding Notifications

You can manually create notifications from a couple of places: the Notification Hub, or just about any Management Screen.

From the Notification Hub

First, you need to get to the Notification Hub. From Admin Tools > Utility, click on Notification Hub.

Click Add. 

This will open the Add New Notification window. Fill out the date, type, user email(s), and any other information relevant to this notification. Click Add New when you're done.

You will get a message telling you the notification was created successfully.

From Management Screens

You can also create notifications from just about any management screen: Customer, Sales Order, Invoice, Purchase Order, etc. Click Action > Add New Notification.

This will take you through the same flow as above to create and save your notification.

Viewing Notifications

You can view notifications in three ways: Notification Hub, through the ERP home page, and using the notification icon in the page banner.

Notification Hub

Access the Notification Hub using the instructions above.

ERP Homepage

Access the ERP Homepage by clicking the DigitBridge logo in the upper left corner.

Click on the Notifications tab. This will open your notifications.

Notification Icon

From anywhere in ERP, you can see the bell icon on the top of the page next to a scrolling text box previewing your current notifications.

Hovering over the bell icon will expand to show the word Notifications. Click on it to open your notifications.

Manager View

As a manager, you can view everyone's notifications (this is true no matter how you opened up your notifications screen). To do this, click More Filter.

Use the filters to find the notifications you want (by Type, etc.)

Next to User Email, click the X to remove your email address. Click Apply.

Now, you can see everyone's notifications.

Reassigning Notifications

You can reassign notifications to users by clicking Assign next to the notification. 

Enter the user email(s) you wish to assign the notification to. Click Assign.

Solving Notifications

You can close notifications by clicking Solve next to the notification. 

Click Yes.