This guide provides step-by-step instructions on how to configure Insurance notifications for Property Managers, ensuring they stay informed about insurance-related matters.
For information on configuring Insurance notifications for Vendors and Tenants, please refer to our companion article [click here].
1. Click on Admin > Roles to review existing notification roles.
2. Click on the blue name of the desired notification role (default or custom) to access its settings.
3. Ensure the toggle to the left for the Insurance module is blue (enabled)
4. Under Event Notifications, check the boxes for events you want to trigger notifications. Below are our available insurance events:
- Insurance Certificate Expires in 90 Days: An insurance certificate expires in ninety days.
- Insurance Certificate Expires in 60 Days: An insurance certificate expires in sixty days.
- Insurance Certificate Expires in 30 Days: An insurance certificate expires in thirty days.
- Insurance Certificate Expires in 10 Days: An insurance certificate expires in ten days.
5. Under the Preset dropdown menu, standard notification settings have been created for ease of use, but these can be customized to the User's preference.
6. Click "Save Role" afterward to ensure the changes are saved.
7. Assign Roles to Users:
For Insurance Contacts: Use the 'Insurance Contact' default role and apply your changes.
For Custom Roles: Link the role to a user at the property level using one of these methods:
a. From the property grid:
Check the box to the left of the Property or Properties you wish to add the User/Role. Once at least one Property has been selected, buttons will appear at the top of the Grid. Click Add Contacts and choose the appropriate Role and Contact(s). Then, click Save.
b. From the property information page:
To link the Role to a Property from within the Property's page, click the name of the chosen Property from the Property Grid. Navigate to the Contacts tab and click Add Contact.
A new window will pop up. Select the Role and Contact(s) from the dropdown menus. Then, click Add Role.
Notification Roles can be overridden at the Property level with proper permissions. Within My Properties, select a Property. Navigate to the Notifications tab, and check the box next to "Override default notification configuration from management company." From here, edits can be made by clicking the dropdown menu. Once an edit has been made, the change is automatically saved.
