Help Guides / Admin Guides / Manage User Alerts

Manage User Alerts

Create and manage alerts for selected users or groups of users to display important information on their dashboard.

5 min read System Administrators

1. Access Admin Menu

To access User Alerts, you need to navigate through the Admin Options menu.

  1. Select Admin Options from the main menu

2. Select User Alerts

  1. Select User Alerts from the Admin Options dropdown menu

3. Create / Edit Alerts

From the User Alerts dashboard, you can manage all your alerts:

User Alerts dashboard showing alert management options
User Alerts dashboard with Add, Delete, and Edit options
  1. Add - Click Add to create a new alert
  2. Delete - Delete an existing alert (note: you can deactivate an alert instead of deleting it)
  3. Edit - Edit an existing alert by clicking on it

4. Alert Information

When creating or editing an alert, you can configure the following options:

  1. Status - Make your alert active or deactivate an existing alert
  2. Display Type - Select the display type/colour for your alert
  3. Title - Enter the alert title
  4. Description - Enter the contents of your alert
  5. Location - Select where to display your alert (e.g., On Dashboard)
  6. Display Dates - Select alert display dates (From and To)
  7. User Groups - Select user groups who you want to see the alert
  8. Assigned To - OR select individual users to display an alert to
  9. Save - Save your alert

Tip: If no groups and users are specified, the alert will be displayed to everyone.

5. View Alert

Once your alert is active, it will be displayed to the selected users on their dashboard.

  1. View your active alert at the top of the dashboard

Alerts are a great way to communicate important information to your users, such as system maintenance schedules, policy updates, or important announcements.