Managing Alerts & Viewing Alert History

August 15, 2018 1:18 pm Published by
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There are two types of users that can manage alerts, direct Reply customers, and Reply partners.

Reply Customer

As a direct Reply Customer, you can manage your own alert profile by first accessing your user profile from the dashboard.

After selecting “My Profile“, click on the “Alert Preferences” tab. From there, you will be able to specify what type of alerts you would like to  receive, and how frequently you would like to see alerts.

Reply Partner

As a Reply partner, you should first select the customer that you would like to manage alerts for from the main customer list in your partner portal dashboard. Then click on the “settings” gear icon under the manage column.

The first tab is “Alert Preferences”.  From here you will be able to specify what type of alerts you would like to receive, and how frequently you would like to see alerts for this specific customer account. Alerts will be sent to the email address listed  in your profile. It is important to note that you can have a unique set of alert settings for each customer account that can be changed at any time by clicking save.

Alert History

When alerts are triggered based on a user’s specific alert profile, they will appear as notifications in the top right bell.

Clicking on the bell icon will reveal the list of new alerts. Click on any alert to be taken to that alert in the alert history tab of the location’s dashboard.

The alert history for any location can be viewed on the “Alerts” tab of the Monitoring panel on that location’s dashboard.

Categorised in: Portal Guides

This post was written by Reply Cloud

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