Getting To Notifications
In order to get to the notifications - you need to locate and click on the "Triple-Gear" icon near the top right corner of your screen.
When you click on this, you'll be presented with your user info and preferences, but mainly we want to locate an click on the button on the toolbar shown below:
To set a notification click on the notification you want to open the accordion - you'll see two tabs, the "New Notification" and "Existing Notification" options. Every notification can have different criteria which need to be met to trigger a notification, but you can see in the example below that you can select one or more employees and an hour threshold in order to be alerted when the cumulative daily clocked-in hours exceeds a threshold. You can have multiple notifications each with different settings and managing them is done through the "Existing Notifications" tab.
Example - Setting Notifications for New POS Data Arrivals
One of the most common uses for notifications is often to be made aware when new POS data has become available for a given retailer. Below is a quick walk-through in how to get this done.
Step 1 - Click on User Settings. In the top right corner or the bottom left you will see icons that resemble three gears. A screenshot is shown below. Click on this to access user options
Step 2 - Locate and click on the "Manage Notifications" button as shown below:
Step 3 - Locate and click on the notification in "Data Flow" category fo "New POS Data is Ready". A screenshot is shown below. You will choose your retailer, then select "Yes" to receive the notification, then we suggest you also select "Yes" to receive emails so that you will receive the notification via email. Click "Save Options". If you have multiple retail accounts you'd prefer to receive notifications you can repeat this process for each relevant retailer.