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Add or remove users from notifications, reports, alerts and daily digest

Francesca Moores avatar
Written by Francesca Moores
Updated over a week ago

There are three types of email notification (Standard Plan only):

  • The daily digest arrives each morning showing how your team has performed the previous day, with scores for each site

  • The weekly digest arrives end of the business day Saturday, showing you how your team has performed during that week, including the average weekly scores

  • The task completion report is sent every time a specific task is completed and includes the data entered on that task

Make sure your user notification settings are correctly configured for these to work.

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Daily Digest

Every Trail user receives a digest for the sites they have access to. If you are assigned to multiple sites, you'll be shown the best and worst 5 performing sites.

Weekly Digest

Every Trail user receives a weekly digest for the sites they have access to. This includes information such as ad hoc tasks completed, the average score for all sites for the week and any missed tasks.

Task Completed

Task completion notifications are enabled in the task editor for those on the Standard Plan.

Admins and Managers will receive a notification every time any of their sites complete that specific task.

The email contains the data entered into the task, excluding Checklists & Comments. This is often used for critical ad-hoc tasks such as Pest Control.

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Unsubscribing

By default, all Admins, Managers and Teams are subscribed to email notifications. To stop receiving the Daily Digest or Task Completed notifications, they just need to unsubscribe at the bottom of the email.

  • To resubscribe to a notification, just ask the Support team over chat - remember to give them the email addresses

  • Only Trail users can be subscribed to notifications - we don't accept generic email addresses

  • It's not currently possible to unsubscribe from a specific task notification - it's all or nothing

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Activity Feed

Admins and Managers will also see notifications on their Activity Feed - including those they've unsubscribed from.

This is particularly useful if you don't have regular access to the account email address (eg. Managers on shared accounts) or want to cut down on email noise without losing visibility.

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