There are several User Permissions related to Alerts on the Executive Dashboard that determine what actions a User can take.
User Permissions play a crucial role in protecting your data by controlling who can access, modify, or perform specific actions in your system. Review Protect Your Account - User Permission Guidelines for more information.
To adjust a User's permissions, go to the Gear icon > Settings > Users & Permissions > User IDs (click on a UserID) > User Permissions (left menu) to set the permissions. Note: If a User is logged in when changes are made to their permissions, they'll have to log out and back in for the changes to take effect.
View the Alerts Widget
All alerts require this permission to access the Alerts widget.
Category
User Permission
Enables access to
General
Dashboard - Alerts
Alerts widget on the Executive Dashboard.
Access Related Reports & Take Action
The alerts in the widget require different User Permissions to open the linked reports and clear actionable alerts.
Expand each section below to learn which permissions control the alert.
Classes with Incomplete Staff Portal Attendance (yesterday)
Category
User Permission
Enables access to
Staff
Time Card and Portal Settings tab
Take Action: Use the Portal Msg link to send a Staff Portal message.
Incomplete Time Entries
Category
User Permission
Enables access to
Staff Portal
Manage Incomplete Time Entries
Take Action: Apply on Out-Time to incomplete time entries.
Waitlists for Classes with Openings
Category
User Permission
Enables access to
Classes
View Classes
Take Action: Use the class links to open a Class record.
Edit Waitlist
Take Action: Work with waitlists, including enrolling students.
Active Staff Certifications Due (30 Days) & Active Staff Certifications Overdue
Category
User Permission
Enables access to
Staff
Certifications tab and report
Access Report: Staff Certifications.
Take Action: Edit certifications on the Staff Certifications tab in the Staff record.
List Staff
Take Action: Use Staff > List Staff to locate and open a Staff record.
Classes Past End Date to Archive
Category
User Permission
Enables access to
Classes
View Classes
Take Action: Open a Class record.
Archive (Terminate) Classes
Take Action: Use Classes > Archive Classes or the Archive Class button in the Class record.
Items at or below Re-Order Alert Qty
Category
User Permission
Enables access to
Store
View Store Reports
Access Report: Re-Order Alert Quantity.
Add/Edit Items
Take Action: Use a link in the Re-Order Alert Quantity report to open and edit an Item.
