Manage an employee's notification settings
Choose how an employee receives notifications from Vizmo, such as a message when a visitor arrives for them. Each employee has three personal switches: SMS, Email and Push.
Before you start
- You need a role that can update employees.
- These switches work together with the notification settings for your location. A message is sent only when both are on. See Manage location notifications.
- Employees can also change their own switches on their Profile page.
Steps
- Sign in to the Vizmo portal, select the location and go to Directory > Employees.
- Click the employee.
- On the Profile tab, set the three switches:
- SMS Channel: allows SMS messages to the employee. The employee needs a phone number.
- Email Channel: allows email messages to the employee. If it is off, Vizmo doesn't send them emails.
- Push Notifications Channel: sends push notifications to the devices connected to the employee's account, such as Vizmo Pass and the employee dashboard. Slack messages use this switch too.
- Click Save.
Saving the switches doesn't send a message. They only decide which channels Vizmo may use for the employee later.
When a host is told that a visitor has arrived
For each channel, everything in the "What must be on" column has to be on. Host Notifications is a switch on the visitor type, under Visitors > Settings > Visitor Types, on the Notifications tab. The location switches are under Location Settings > Notifications.
| Channel | What must be on | Also needed |
|---|---|---|
| The location's Email switch, Host Notifications, and the host's Email Channel | An email address for the host | |
| SMS | The location's SMS switch, Host Notifications, and the host's SMS Channel | A phone number. No separate SMS is sent when WhatsApp is used for the message. |
| The location's WhatsApp switch and Host Notifications | A phone number. There is no employee WhatsApp switch. If WhatsApp can't deliver the message, Vizmo sends an SMS to the same number instead. | |
| Push (Vizmo Pass, employee dashboard) | The location's Push switch and the host's Push Notifications Channel | A signed-in device that allows notifications |
| Slack | The location's Push switch, Host Notifications, and the host's Push Notifications Channel | A Slack integration for the location, and a host whose email matches a Slack user |
If the host has a personal assistant, the email, SMS, WhatsApp and Slack messages go to the assistant instead, using the assistant's contact details and switches. Push notifications still go to the host's own devices, so test push on its own. See Assign a personal assistant to an employee.
Approvals and other automated messages have their own recipients and channels.
Troubleshooting
- The switches are read-only. Your role can't update employees.
- An employee isn't getting SMS. Check the location's SMS switch, Host Notifications, the employee's SMS Channel and their phone number. If WhatsApp is switched on for the location, the message may have gone by WhatsApp instead. SMS also needs available credits.
- An employee isn't getting email. Check the location's Email switch, Host Notifications, the employee's Email Channel and their email address. If the host has an assistant, check the assistant's details and switches.
- An employee isn't getting push or Slack messages. Check the location's Push switch and the employee's Push Notifications Channel. For push, also check that the device allows notifications. For Slack, also check Host Notifications and that the Slack connection is set up. See Set up the Slack integration.