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Product Documentation Operations Portal Account Notifications Set Up Notifications - An Order Was Placed Under an Assigned Company

Operations Portal: Set Up Notifications - An Order Was Placed Under an Assigned Company

  1. Click on "Notifications"

    Employees can opt in to receive email notifications for when orders are placed on the web by customers under their assigned Company accounts. This does not apply to ERP orders. To enable this notification, log in to the Operations Portal with your login credentials. Once logged in, navigate to "Notifications".

  2. Select the checkbox

    On this screen, you will see all the available notifications you can opt in to. Select the checkbox associated with the notification titled "An order was placed".

  3. Confirm selection

    Once you have selected the checkbox, the notification settings will automatically save.

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