How Do I Send Notifications to Users Who are not Part of a Selected Group of Recipients?
When sending a notification to a specified group of recipients, for example all Administrators, on the system, you may also want to send the notification to users outside of that group. To include other users, you can:
- Add the users to the group you want to select
- Add the users email address as a cc or bcc to the notification.
- On the left menu, go to 'Notifications'.
- Enter the Notification Name, Description, Email Subject, and Email Title.
- Choose the Triggers and Recipients from the dropdown options.
- If you choose Location Administrators, Project Administrators or Project Managers from the dropdown, three options will appear below where you can choose to:
- Send the notification to all of the recipients on the system.
- Include the recipients that you choose so that they will only receive the notification – a dropdown will appear below where you can select specific recipients.
- Exclude the recipients that you choose from receiving the notification – a dropdown will appear below where you can select specific recipients.
- Select the Location Specific Notification and Project Specific Notification from the dropdown options (you can select multiple).
- For the users you want to send the notification to that are outside of the group you have selected, enter their email address into the CC or BCC.
- Enter the details in the Email Body.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. occurrence date, issued by, project and location.
This is required before you can send notifications:
- Set up Employees
- Set up Locations
- Set up Projects