Choose which portal email alerts you want to receive. These go to the email address on file for your account.
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Email Notifications (Master Switch)
Pause while entering test sales so nobody gets emailed about them. Pauses every opt-in alert (new sales, appointments, inbound leads, RSI, renewals, quits) for everyone. Approved RSI order PDFs still send. Stays paused until you turn it back on.
Time Cards — HR email
Time cards are filled out and submitted weekly. When both weeks of a pay period are in, the F-17A time cards (one page per week) are emailed to the address(es) here. HR doesn't need a portal login. Turn the time card on for a person in their Settings.
Send a reminder now (testing, or if one was missed):
F9 Weekly Report — who gets the PDFs
When a rep submits, the completed F-9 PDF is emailed to everyone checked here. Turn the F9 on for a rep, and pick their F9 manager, in that rep's Settings.
Send a reminder now (testing, or if one was missed):
User Management
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Username
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Add New User
Reset PIN —
Settings —
Powers their personalized dashboard on the portal home page (Branch Managers / Route Supervisors).
In Service Tracker, Branch Manager and Route Supervisor are treated as route-less "jumpers" for their branch - same rules as Sam/Kyle in Portland.
Their weekly $ sales goal. Team, market, and year goals on the Sales Tracker are the live sum of everyone's weekly goal here - set this and the totals update automatically, no code change needed.
