Alerts are notifications that you receive about key activities, such as the addition of a service provider to your Private Network, or updates that your service providers make in their profiles, for example, to their tax ID or dispatch preferences.
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
- Compliance Manager Alert
- Agreements Alert
- Dispatch Preferences Сhanged
- Contractor Has Been Accepted
- Client’s Insurance
- Contractor’s Insurance
- Banking Alert
- Contractor Name Сhanged
- Custom Requirements Alert
- Contractor Proposed Rates to Approve
- Payment Terms Alert
- Remit to ID Changed
- Tax ID Changed
- Vendor ID Changed
- Invite Was Accepted
- Invite Was Declined
- Invite Has Expired
Invitation Alerts
For invitations that you create and send out to providers to join your Private Network, you can manage the following alerts:
- The invitation has been accepted by the provider.
- The invitation has been declined by the provider.
- The invitation has expired.
Hover over the alert name to view the hint.
When you have pending invitations out to providers, you will receive an alert once a response has been given by the provider.
Based on whether the invitation has been accepted, declined, or it has expired, this will allow you to either proactively access the ServiceChannel platform to approve and rank the provider or search for another provider based on the same criteria.
Alert Frequency
For Contractor’s Insurance Expiration and Diverse Contractor Certificate Expiration notices, you may choose users to receive alerts on a weekly, semi-monthly, or monthly basis. You can also switch off these alerts by selecting Never. Learn more about the Frequency of Expiration Alerts.
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.
Selected checkboxes to the right of each name indicate the user will receive those alerts.
- In the far-right corner of the submenu at the top, click Settings (gear icon). The Settings page appears.
- At the top of the page, click the Company tab. The Manage Permissions page appears.
- In the left navigation menu, click Alerts Subscription. The Manage Alert Subscriptions page appears.
- Locate the desired user, and check the box(es) under the desired alert(s). The number to the left of the user’s name updates to reflect the added alert(s).
Deleting a User from an Alert Subscription
You may remove alerts for individual users at any time. Note that at least one user should receive alerts of each type. When you remove an alert from the last user receiving the alert, the primary user will start receiving it.
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.
- In the far-right corner of the submenu at the top, click Settings (gear icon). The Settings page appears.
- At the top of the page, click the Company tab. The Manage Permissions page appears.
- In the left navigation menu, click Alerts Subscription. The Manage Alert Subscriptions page appears.
- Locate the desired user, and clear the box next to the desired alert. The number to the left of the user’s name updates to reflect the removed alert.
