Learn how to streamline your workflow with Catalyst's built-in email notification feature. With Catalyst, you can automatically send emails to designated users or groups every morning, alerting them to new accounts requiring mapping and assignment within a hierarchy.
Email Notifications for Unassigned Accounts
Learn how to automate email notifications for new accounts in Catalyst by following these simple steps:
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Navigate to Catalyst and access the primary hierarchy settings.
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Click on "Administration" followed by "Site Management."
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Choose "Hierarchy" and proceed to "Edit the Hierarchy."
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Select the "Business Owners" tab.
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Add the desired user or group who should receive notifications.
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Configure the notification settings according to your preferences.
Additionally, note that granting access to the selected hierarchy will also provide the user with full access to its associated data.
By completing these steps, designated users or groups will automatically receive email notifications each morning when new accounts are added, prompting them to map and assign these accounts within the hierarchy.
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