CallTrax NEXT Enabling Notification Emails for Selected Users (CLTX810)

The following procedure will guide you through the process of enabling notification emails for selected users. Once enabled, the system will email the user a notification whenever activity logs are assigned to them.

Step 1              Log into CallTrax NEXT

Step 2              On the landing page, click Administration from the main menu

Step 3              Hover the mouse over Permissions, and click Users

Step 4              Click on the desired user from the list

Step 5              Click Edit

Step 6              Under User Administration in the top left, click CallTrax

Step 7              Click the Configuration tab

Step 8              Click the institution(s) to which the user has been assigned

Step 9             Click the Enable Notification Emails checkbox

Step 10           Click Save

Step 11           If the user has been assigned to multiple institutions, Steps 8-10 must be repeated for each institution.

Note: Users can enable/disable notification emails for themselves by clicking their name in the top right-hand corner of CallTrax NEXT.

Note: If this is to be enabled for all active users, it can be adjusted for all in one step under Administration/Setup/CallTrax Settings. Please see Procedure CLTX522 - CallTrax NEXT Enable Notification Emails for All Users.

Article Reference: CLTX810