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user:product:geotab_partner:geotab_how_to:user_notification [2018/10/22 19:31]
codyh@roscovision.com
user:product:geotab_partner:geotab_how_to:user_notification [2022/10/26 14:23] (current)
codyh@roscovision.com
Line 1: Line 1:
-====== 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.\\ \\ 
  
 +__**NOTE**: Only users with Supervisor security group permissions and above can create and edit Notification Users__
 +
 +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&​300 |}}
 +
 +===== Notification Portal Overview =====
 +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&​1100 |}}
 +
 +**1. Fleet Messages**\\
 +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 =====
 +==== Step 1. Select Create Notification User ====
 +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&​800 |}}
 +
 +==== Step 2. Enter New Notification Recipient Information ====
 +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&​601 |}}
 +
 +==== Step 3. Save New Notification Recipient ====
 +When successful, a notification will appear in the upper right corner of the page.
 +
 +
 +===== Edit Notification Recipient Data & Notifications =====
 +==== Step 1. Select View Notification User Button ====
 +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.
 +  - **Email Notifications** - This section is for the selection of what type of event notifications the user will receive.
 +    - **Camera Health Alerts** - These alert notifications inform of the camera'​s health and functionality.
 +    - **Fleet Status** - These notifications inform about the status of different aspects within your fleet.
 +
 +After making any changes, select **Save Change**.
 +
 +===== Delete a Notification Recipient =====
 +==== Step 1. Select View Notification User Button ====
 +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 |}}