Set up company notifications

Configure company-wide and external email notifications for users and customers. Notifications can trigger when actions occur on tickers, knowledge items, or service items. You can define:

  • Which users in your company are notified when an inbound ticket is received.
  • Which customers are notified when tickets are created or updated.

Create notification templates and choose between HTML or plain text format.

Configure notification settings

  1. Go to Settings > Notifications > Notifications Settings.
  2. Expand each section and configure recipients.
  3. Select Save Settings.
  4. After saving, verify that technician roles allow notification configuration.

Grant notification permissions to technicians

Technicians need permission to access and configure notifications. Ensure their roles include this feature.

  1. Go to Settings > Users & Permissions > Roles.
  2. Select Edit Edit next to the role.
  3. Expand MSP Company Management.
  4. Select Configure Notification Settings.
  5. Select saveSave.

Configure expiry notifications for knowledge and service items

Use the Knowledge and Service Items Notifications sections to set reminders for expiring service items or licenses, certificates, or subscriptions.

  1. Go to Settings > Notifications > Notifications Settings.
  2. Select When an Item will expire soon... or When a customer's service item will expire soon... and enter the number of days before expiration you want to send a notification and select recipients.
  3. Select When an item has expired... or When a customer's service item has expired... and select recipients for the notification and save.
  4. The system checks daily for expired or soon-to-expire items and sends notifications until the item is updated.

Configure notifications in the MSP Manager mobile app

After technicians have permission to configure notifications in the web app, set up notifications in the mobile app.

  1. Log into the mobile app.
  2. Go to Settings > Notifications.
  3. Turn on Notifications and select which notifications to receive.

What do you want to do?