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user:product:geotab_partner:geotab_how_to:user_notification [2020/07/20 18:26] codyh@roscovision.com |
user:product:geotab_partner:geotab_how_to:user_notification [2022/10/26 14:23] codyh@roscovision.com |
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| - | ====== User Notifications Page ====== | + | ====== User Notifications Portal ====== |
| This page is a step-by-step overview of the **User Notifications** page on the ROSCOLive add-on in MyGeotab.\\ \\ | This page is a step-by-step overview of the **User Notifications** page on the ROSCOLive add-on in MyGeotab.\\ \\ | ||
| __**NOTE**: Only users with Supervisor security group permissions and above can create and edit Notification Users__ | __**NOTE**: Only users with Supervisor security group permissions and above can create and edit Notification Users__ | ||
| - | To navigate to this page, select the **Users Notifications** option on the ROSCOLive add-on menu. | + | To navigate to this page, select the **Notification Portal** option on the Rosco Live add-on menu. |
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_menuoption.jpg?nolink&200 |}} | + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_menuoption.jpg?nolink&300 |}} |
| - | ===== User Notification Page Overview ===== | + | ===== Notification Portal Overview ===== |
| - | The **User Notification** page is used to view and add //notification recipients//. Notification recipients are user who will receive notifications through email about when exceptions occur. | + | The **Notification Portal** page is used to view fleet notifications and add //notification recipients//. Notification recipients are user who will receive notifications through email about when exceptions occur. |
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_page.jpg?nolink&1000 |}} | + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_page.jpg?nolink&1100 |}} |
| - | - **Name** - The notification recipient's first and last name will appear here. | + | |
| - | - **User Details** - The user's notification email, role, and last activity are displayed here. | + | **1. Fleet Messages**\\ |
| - | - **Edit / Delete** - The pencil icon will open the //Edit User// menu. The //X// icon will delete the notification recipient account. | + | This section is where all fleet messages and notifications will appear. These notifications range from when a vehicle's profile has been successfully updated or when a custom video request is now available for viewing. To clear a message, simply click the **X** at the far right of the notification. |
| + | \\ \\ | ||
| + | **2. Email Notifications**\\ | ||
| + | If a user is interested in receiving email notifications, they will need to be added as a //Notification Recipient// here. You can also view and edit existing notification users by clicking the //View Notification User// button. | ||
| ===== Add a New Notification Recipient ===== | ===== Add a New Notification Recipient ===== | ||
| - | ==== Step 1. Select Add User ==== | + | ==== Step 1. Select Create Notification User ==== |
| - | To add a new notification recipient, locate and select the **Add User** drop-down menu at the top of the page. | + | To add a new notification recipient, first click the //Create Notification User// button. |
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_adduseremphasis.jpg?nolink&1000 |}} | + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_adduseremphasis.jpg?nolink&800 |}} |
| ==== Step 2. Enter New Notification Recipient Information ==== | ==== Step 2. Enter New Notification Recipient Information ==== | ||
| - | Enter the relevant information into the text-fields and select **SAVE** to create the new notification recipient. | + | Enter the relevant information into the text-fields and select **Create User** to create the new notification recipient. |
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_addusermenu.jpg?nolink&600 |}} | + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_addusermenu.jpg?nolink&601 |}} |
| ==== Step 3. Save New Notification Recipient ==== | ==== Step 3. Save New Notification Recipient ==== | ||
| - | When successful, a notification will appear in the upper right corner of the page and the new notification user will be listed on the page. | + | When successful, a notification will appear in the upper right corner of the page. |
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_newuseradded.jpg?nolink&1000 |}} | + | |
| - | ===== Edit Notification Recipient Data & Notifications ===== | ||
| - | ==== Step 1. Select Edit User Button ==== | ||
| - | Select the **User Data & Notifications** button on the right side of the page to open the **User Data** menu. | ||
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_edituserbutton.jpg?nolink&100 |}} | ||
| - | ==== Step 2. Select Email Notifications ==== | + | ===== Edit Notification Recipient Data & Notifications ===== |
| - | This is the **User Data & Notifications** page, used to edit notification recipient information and customize what events and reports they are notified about. | + | ==== Step 1. Select View Notification User Button ==== |
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_userdatamenu.jpg?nolink&800 |}} | + | Select the **View Notification User** button in the //EMAIL NOTIFICATIONS// section. |
| + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_edituserbutton.jpg?nolink&600 |}} | ||
| + | ==== Step 2. Select Edit Notifications ==== | ||
| + | This is the **Edit Notifications** page, used to edit notification recipient information and customize what events and reports they are notified about. | ||
| + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_userdatamenu.jpg?nolink&601 |}} | ||
| + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_editnotifications.jpg?nolink&1000 |}} | ||
| - **User Data** - This section includes the notification recipient's email, first name, and last name. The name fields are editable, however the email field is not. | - **User Data** - This section includes the notification recipient's email, first name, and last name. The name fields are editable, however the email field is not. | ||
| - **Email Notifications** - This section is for the selection of what type of event notifications the user will receive. | - **Email Notifications** - This section is for the selection of what type of event notifications the user will receive. | ||
| - | - **Agregate Notifications** - This option consolidates excessive event and alert notifications into an automated email and sends this every two hours. Excessive alerts are ones that occur every 5 seconds or less. | + | - **Camera Health Alerts** - These alert notifications inform of the camera's health and functionality. |
| - | - **Inactive Vehicle** - When active, sends an email when a vehicle has been inactive for more than 5 days. | + | - **Fleet Status** - These notifications inform about the status of different aspects within your fleet. |
| - | - **Alert Summary** - When active, this sends a daily email that contains a summary of devices and alerts generated by them. | + | |
| - | - **Data Usage Notifications** - When a vehicle exceeds 75%, 90%, and 100% of the allocated data limit, a notification is sent. | + | |
| - | - **Input Sensor** - When active, sends an alert notification when a input sensor on the vehicle is triggered. | + | |
| - | - **Company Audit Notification** - Sends an audit report of all vehicles that includes number of events generated, last connected to server, and amount of data transferred. | + | |
| After making any changes, select **Save Change**. | After making any changes, select **Save Change**. | ||
| ===== Delete a Notification Recipient ===== | ===== Delete a Notification Recipient ===== | ||
| - | To delete a notification recipient, select the **X** button located on the right side of the page. | + | ==== Step 1. Select View Notification User Button ==== |
| - | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_deleteuserbutton.jpg?nolink&100 |}} | + | Select the **View Notification User** button in the //EMAIL NOTIFICATIONS// section. |
| + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_edituserbutton.jpg?nolink&600 |}} | ||
| + | ==== Step 2. Click Delete User Button ==== | ||
| + | Click the **Delete User** button next to the user you wish to remove. | ||
| + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_deleteuserbutton.jpg?nolink&601 |}} | ||
| + | ==== Step 3. Confirm User Deletion ==== | ||
| + | After clicking the **Delete User** button, a pop up will appear asking you to confirm. If you want to delete the user, click **Delete**, otherwise click **Close** to close the pop up. | ||
| + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_deleteconfirm.jpg?nolink&600 |}} | ||
