As a dotloop team admin you have the ability to receive notifications on behalf of your team members. This allows you to receive the same notification emails that each of your team members receive, such as when a client signs a document, a message has been received, daily task reminders, etc.
In your team admin account, these settings can be set independently for each agent within your team. To select these notifications you must be logged into your team admin account. Let's first navigate to your MY ACCOUNT section by hovering over your profile icon with your mouse.
This will now take us to our ACCOUNT SETTINGS section, where we can see our account information. In the menu to the left, select the PROFILES tab. We will now see our profiles available in a list on the left. If you have selected a profile of your own you will be able to edit more of the details for that profile than of your team members' profiles.
Scrolling down on a profile you control will allow you to edit the information of that profile, but for now let's focus on notifications. To access notifications on a profile you control, select the profile and then scroll down the page. You will land on a section titled EMAIL NOTIFICATIONS. Here you can select which email notifications you wish to receive on the selected profile. Once complete, hit SAVE.
To set up your notifications for each of the agents on your team, you will first select the name of one of the agents under your PROFILES section at the top left of the screen. Once selected, you will be presented with only the email notifications list for that specific agent (you cannot edit their profile information). Each option selected will ensure you receive an email whenever that agent receives an email in regards to the selection. Once complete, hit SAVE.
- You can select different notification settings for each agent on your team.
- Selecting these notifications will not affect the notification settings for that agent on their account.
- All notification settings are completely independent of each profile, so you may set up different settings for your admin profile as well as your own personal profiles.