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user:product:geotab_partner:geotab_how_to:user_notification [2018/10/24 17:02] codyh@roscovision.com |
user:product:geotab_partner:geotab_how_to:user_notification [2022/10/26 14:23] (current) 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.\\ \\ | ||
- | To navigate to this page, select the **Users Notifications** option on the ROSCOLive add-on menu. | + | __**NOTE**: Only users with Supervisor security group permissions and above can create and edit Notification Users__ |
- | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_menuoption.jpg?nolink&200 |}} | + | |
- | ===== User Notification Page Overview ===== | + | To navigate to this page, select the **Notification Portal** option on the Rosco Live add-on menu. |
- | 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. | + | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_menuoption.jpg?nolink&300 |}} |
- | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_page.jpg?nolink&1000 |}} | + | |
- | - **Name** - The notification recipient's first and last name will appear here. | + | ===== Notification Portal Overview ===== |
- | - **User Details** - The user's notification email, role, and last activity are displayed here. | + | 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. |
- | - **Edit / Delete** - The pencil icon will open the //Edit User// menu. The //X// icon will delete the notification recipient account. | + | {{ :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 ===== | ===== 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 ==== | ||
+ | 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. | ||
- | ==== Step 2. Enter New User Information ==== | + | After making any changes, select **Save Change**. |
- | Enter the relevant information into the text-fields and select **SAVE** to create the new notification recipient. | + | |
- | {{ :user:product:geotab_partner:geotab_how_to:rlgeotab_usernotification_addusermenu.jpg?nolink&600 |}} | + | |
- | 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. | + | ===== 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 |}} |