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How do I configure automatic emails for administrators?

FiscFree sends notifications to administrators about events such as orders and user activity. You can choose which notifications you want to receive and which email address should receive them.

To receive a notification, you must do more than simply enable it. You must also select an email address in the Send an email to field. If no email address is selected, the notification will not be sent.

If the email address you want to use is not available, first add it via Companies & People > Email Address Book.

You can enable or disable all administrator notifications at once, or configure individual notification types separately.

Before you start

Make sure the email address you want to use has been added to the Email Address Book.

If it has not been added yet:

  1. Go to Companies & People > Email Address Book.
  2. Add the required email address.

Configure automatic emails

  1. Go to Settings > Automatic Emails.
  2. You will automatically open the Emails for Administrators section.
  3. Under Show settings for, select the organizational level you want to view or modify.
  4. Choose which emails you would like to receive.
  5. Click Save Changes after making your changes.

Enable or disable all administrator emails

Under General, you can determine whether administrator emails should be sent.

  • If you do not want to receive any administrator emails, disable the General setting.
  • If you want to receive some notifications but not all of them, leave the General setting enabled and configure the individual notification categories.

Configure order-related emails

Under Orders, you will find notifications related to employee orders.

For each notification, you can:

  1. Enable or disable the notification.
  2. Select the recipient email address under Send an email to.
  3. Where available, choose whether a contract addendum PDF should be included.

This allows you to decide which order-related events are relevant for your organization.

Don't see the email address you need? Add it first via Companies & People > Email Address Book.

Configure user-related emails

Under Users, you will find notifications related to users and employee accounts.

  1. Open the Users section.
  2. Enable or disable the desired notifications.
  3. Select the email address that should receive the notification.
  4. Configure any additional options if applicable.
  5. Click Save Changes.

Settings by organizational level

If your organization contains multiple business units, email settings can differ per organizational level.

Start by configuring automatic emails at the highest organizational level.

If lower-level business units should be able to use different settings, allow the settings to be overridden at subordinate levels.

To configure settings for a specific business unit:

  1. Select the desired business unit under Show settings for.
  2. Update the required email settings.
  3. Click Save Changes.

Not receiving notifications?

Check the following:

  • The General administrator email setting is enabled.
  • The specific notification is enabled.
  • The correct email address is selected as the recipient.
  • The email address exists in the Email Address Book.
  • You are viewing the settings for the correct organizational level.

Related articles

  • How do I add email addresses for notifications?
  • Which automatic emails can administrators receive?