Supervisor Page

The Supervisor Page of the Communications Module allows for the viewing and bulk editing of the Email Report and Email Alert Notifications Settings preferences for the users you directly supervise.

The page is divided into two tables, one for Email Reports and one for Email Alerts.

Selecting the checkbox in the first column of the title row of the Reports and Alerts Table will select all supervised users in that table. Selecting a user in one table automatically selects them in the other.

At the top of the page, you can filter users by username, first name, or last name. Begin typing in the Search field and the page will automatically filter to matching users. The dropdown to the right of the Search field allows you to filter by users who have Active or Inactive status for either Email Reports or Email Alerts. Leave the dropdown blank to show all users regardless of status.

The Account Settings Reports Table will list all users that you supervise. If the user is receiving a reports email, a check will show in the Active Column. If not, an X will show. The report sent for each module will be listed, or Do Not Receive will show if none are selected. The frequency email reports are received will show in the frequency column.

The Account Settings Alerts Table will list all account users that you supervise. If the user is receiving alert emails, a check will show in the Active Column. If not, an X will show. Each module will state if alerts are being sent in Real Time, Digested (sent between midnight and 4 a.m. Central Time (United States)daily), or set to Do Not Receive.

Once you have selected users, you can choose either of the Set Selected or Edit Selected buttons at the top of the page. Set Selected allows you to apply an existing Notification Template to the selected user(s). Choose a Notification Template from the dropdown menu, then select “Save” to apply the template to the selected user(s), or press “Cancel” to close the modal and go back to the Supervisors page.

Edit Selected allows you to change specific settings for the selected users. You can choose to update the users’ status for Reports / Alerts, which Reports they receive, their Report receipt frequency, and whether they should receive Email Alerts in Real Time, Digested, or not at all (Do Not Receive). After making any changes, select “Save” to apply the changes to the selected user(s), or press “Cancel” to close the modal and go back to the Supervisors page.