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Email Report Permissions/Settings
Email Report Permissions/Settings

How to manage which users receive email report notifications when certain actions are completed.

Nick Neale avatar
Written by Nick Neale
Updated over a week ago

Article Contents

Introduction

By default, whenever you add a user to your venue, they are set to receive most email reports.

Users with the Admin or Manager role can manage/change email report permissions for other users in the venue via the WISK Web Portal.

Each user in the venue is also able to manage which reports they receive.

Managing Email Notifications (Other Users)

To manage email report permissions for other users:

  1. Hover your cursor over your username on the bottom left of the screen and click “Venue Settings”

    The "Venue Settings" button is highlighted.

    Note: If you have access to multiple venues, you can manage your email notifications for all venues on the "Team" page

  2. Click “Users”

    An arrow pointing at the "Users" button on the Venue Settings menu.

  3. Move your cursor over a user and click the pencil icon under the “Email Reports” column

    An arrow pointing at the pencil icon in the Email Reports column on the Users page.

  4. Click the checkboxes beside a report type to select the reports that the user receives

    The popup window that shows the default reports options.

    Note: To learn more about each type of report, see Email Reports / Notification Types

  5. After checking or unchecking a box, the changes are saved. Click the “X” when finished

    An arrow points at the "X" button, and "Inventory" is the only checkbox selected.

  6. The updated permissions display for the user. They will only receive the reports that display in the “Email Reports” column

    Inventory is highlighted in the "Email Reports" column. It is the only email report that will be sent to that specific user.

Managing Email Notifications (Self)

To manage email report permissions for your own account:

  1. Hover your cursor over your username on the bottom left of the screen and click “Account”

    The "Account" menu option is highlighted for visibility

  2. Each venue you belong to displays along with the current email reports you are set to receive

    The venues the user belongs to are highlighted for emphasis.

  3. Place your cursor over a venue and you'll see two icons appear

    1. An "X" icon which will remove all selected reports for this venue - if clicked there is a second prompt to confirm this action

    2. A pencil icon to manage the reports for that venue

      The options that appear when hovering over the Email Reports column

  4. If managing your reports, click the checkboxes beside a report type to add or remove it. There are also subscribe and unsubscribe buttons along the bottom. Any changes made are saved automatically

    The "Unsubscribe all" and "Subscribe all" buttons and underlined for emphasis

Unsubscribe from All Venues

Above all your venues there's button to unsubscribe from all email reports. This removes you from all selected email reports for all venues. After clicking this button there is a prompt to confirm the action.

Email Report / Notification Types

The following reports are available:

  • Billing Updates - if a subscription payment fails, users with this option check receive an email notification

  • Daily Summary - A summary of your venue’s activity from yesterday, including inventory counts, orders placed, and invoices received and more.

  • Inventory - this is sent out every time an inventory is completed and includes an inventory, consumption, and variance report (if your POS is integrated)

  • Invoice - when an invoice is added, users are given the option to send a confirmation email to all users on this list

  • Item Distributor Cost Alert - when an item's cost goes above the set alert level. See "Item Cost Alerts"

  • POS Item Cost Alert - when one of your POS Item's cost percentage exceeds the set alert percentage. See "POS Item Cost Alerts"

  • Purchase Order - when an order email is sent to a distributor, the user is cc-ed automatically

  • Stock Alert - when the “Real-time Stock” of an item meets or goes below the “Stock Alert” level, an email notification is sent. See "Stock Alerts".

  • Weekly Summary - A summary of your venue’s activity for the past week, including inventory counts, orders placed, and invoices received and more.

Note: Click here to see examples of each report.

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