Configuring Email Notifications

🔑 ACCESS LEVEL: Owner or Editor

Report Email Alerts

You may want to receive report results via email on a regular basis. For example, if you have a Property Damage Custom Report, you might want to see the results of this particular report every week.

  • See the below related articles on Setting up API Delivery of Custom Reports or Setting up Email Delivery of Custom Reports for more information.

Weekly Briefing / Qualification Alerts / Daily Digest

You can specify who should receive email notifications for the Weekly Briefing, Qualification Alerts, Equipment Alerts and the Daily Digest.  

To set up email alerts for your team:

  1. Go to Team Settings
  2. Under Usage & Logs select Emails & Notifications
  3. Click into Weekly Briefing, Qualification Alerts or Daily Digest
  4. Update the details
  5. Click Save Changes
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