Below is the list of alerts you may receive:
- Diverse Certificate Expiration
- Remittance Address Change Needs to be Approved
- Contractor’s Insurance Expiration Date Changed
- Remittance Address Changed
- Copy contractor to Aggregated Client
- Agreements Alert
- Dispatch Preferences changed
- Contractor Has Been Accepted
- Contractor’s Insurance
- Banking Alert
- Contractor Name changed
- Custom Requirements Alert
- Contractor’s Remittance Information Changed
- Contractor Proposed Rates to Approve
- Payment terms alert
- Contractor’s Standing Changed
- Remit to ID changed
- Tax ID changed
- Vendor ID changed
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A user with Sys Admin permissions must set up these alerts for your company's users. |
Adding a User to Receive an Alert
When a new Compliance Manager account is created, the first user is set up as the primary user with the Sys Admin role, and is automatically set up to receive all system alerts. You may add more users to each alert, as desired.
Selected users receive alerts to their email and Compliance Manager accounts. While a Sys Admin can decide which alerts users receive, a user can turn on/off email alerts for his/her individual accounts.
When viewing a user listing in Alert Subscriptions, the number to the left of the user’s name indicates how many alerts that user is set up to receive. Hovering the mouse over the user’s name displays the user’s location and contact details.
Checked boxes indicate the user will receive those alerts.
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Individual users may still choose not to receive any email alerts by updating their alert preferences. However, alerts will appear in the Alerts section of their Compliance Manager accounts. |
Deleting a User from an Alert Subscription
You may remove alerts for individual users at any time. Note that there should at least be one user receiving alerts of each type. When you remove an alert from the last user receiving the alert, the primary user will start receiving them.
Should the primary user be the only one receiving an alert and you want to remove the alert from the primary user, you first need to assign the alert to a different user.