Set Up Alerts and Notifications in GateWay

Describes how to set up automated alerts and notifications for overdue and open rental contracts, rentals coming due, and invalid purchase order numbers in the customer access portal.

Type

How to

Audience

GateWay Customer, Salesperson

Products

GateWay’s customer access portal

 

Context

Set up your alerts and notifications to control which automated reminders are sent to you and within what time frame. Each user in the customer access portal is able to control their own alerts and notification settings. 

 

You can set up alerts and notifications for the following functions:

  • a report that details a list of your overdue rental contracts
  • a report that details a list of your open rental contracts
  • when a rental contract is almost due
  • if there is an invalid purchase order number on a rental contract

 

Automated reminders and notifications take the form of emails sent to the email address associated with your user account.

Note: Alerts and notifications you set up take effect on the following day.

Before You Begin

Required: Internet connection, valid GateWay account, valid login credentials and access permissions

 

Steps

To set up your alerts and notifications, do the following:

  1. In the customer access portal header bar, use the user menu to select Configure Alerts
    The My Alerts & Reports page opens in the main area
  2. Optional: In the Overdue Contracts Report panel, check any days of the week, such as Monday, that correspond to the days you need to receive an overdue contracts report

    Your notification is set up
  3. Optional: In the Open Contracts Report panel, check any days of the week, such as Monday, that correspond to the days you need to receive an open contracts report

    Your notification is set up
  4. Optional: In the Rental Almost Due Alert panel, do the following to add an automatic reminder(s) about when your rental(s) are due:
    1. Click Add an alert
      The Rental Almost Due Alert area expands to display additional options
    2. Click - to decrease, or + to increase the number of days before the rental due date that the alert is issued
    3. Use the toggle to activate or deactivate the alert
    4. Optional: You can add more than one Rental Almost Due Alert by clicking +Add an Alert and following steps b and c. For example, you can set up alerts for 2 weeks, 1 week, 3 days, and then 1 day in advance to ensure you are aware of the due date
    Your alert is set up
  5. Optional: In the Invalid PO # Alert panel, do the following to add an automatic reminder(s) about any invalid purchase orders on your rental contracts:
    1. Use the toggle to activate or deactivate the alert
    2. Click - to decrease, or + to increase the frequency of days that the alert is issued on. For example, you can set the frequency to 1 to receive an alert every day, or to 3 to receive alerts every three days
    Your alert is set up

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