Alert on User Location

This guide explains how to set up an alert about employee locations and customers.

Setting up the alert

  1. Go to Alerts, then click "Create new alert".
  2. Type a name for the alert, select the employees you want the alert to apply to (or check "Receive alerts for all users"), and select the manager who should receive the alert.
  3. Scroll down and open the "Location and customer alerts" tab.
  4. Create Alert form with location and customer alert options

In this tab you can choose to:

  • Receive an alert when the selected employees arrive at a customer's area - check this option and click the plus button to select the relevant customer.
  • Receive an alert when the selected employees leave a customer's area - check this option and select the relevant customer.
  • Receive an alert when the selected employees turn their device's GPS on or off.

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