The Notification Center is a powerful tool that allows you to create custom notifications in the application, which can help alert you to changes in your account. You can find it under Admin > Notification Center.
Click New Notification Set and name your notification rule and select users to notify:
Next, select the triggering events for the notifications. There are a lot—more options than what's in the screen shot!
More info on the delivery methods for notifications:
- Email: sends an email notification to whatever additional email addresses and user email addresses you specify
- SMS: sends an SMS message to user SMS specified and additional SMS specified
- In-App Notify: this comes through as a message in the software, which you can view by clicking on your user name in the upper-right, and clicking on messages
- Slack: We have a really awesome Slack integration that can used to ping your staff within Slack to stay up to date.
- Webhook: A webhook (also called a web callback or HTTP push API) is a way for an app to provide other applications with real-time information. A webhook delivers data to other applications as it happens.
Something to keep in mind when creating notification center rules: If you want a particular notification to go to everyone, you'll create one notification rule set. If you want it to only go to one person, you'll create a separate notification rule set for that person.
Here is an example:
Tech A and Tech B both need to be notified when a ticket is assigned to them. However, you don't want Tech A being notified of Tech B's tickets, and vice versa. Thus, you will create a ticket assignment notification rule set for Tech A and another for Tech B.
Here is another example:
Admin A and Admin B both need to be notified when a parts order is created. You will want to create a parts order creation notification center rule and add both users to that rule.
Another thing to keep in mind is that if you are logged in as yourself when you create a ticket, you will not receive a notification telling you that a ticket has been assigned to you.