The Alerts section is where you can view and configure custom alerts for your travel programs.
This is useful for keeping track of which users have exceeded set allowances or a specific percentage of their allocated budget.
Note: Before any alerts will show on the Alerts tab, you must first set up alerts in the Configure Alerts tab.
To access this section:
- Click on the Admin button in the bottom left-hand corner, and then click on Alerts.
Alerts
The Alerts tab is where you can view alerts when they are triggered.
If an alert is triggered the table will be populated:
- Delete: To delete an alert click on the left-hand (Trash) icon.
- Read / Unread: An alert can be marked as read or unread by clicking on the (Cross / Tick) icon to toggle the status.
Note: Alerts will only show in this tab and will not be shown with any notifications or popups.
Configure Alerts
The Configure Alerts tab is where you can configure the alerts to be displayed.
To add a new alert:
- Click on the Add button.
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Configure your custom alert.
For example, here we have named our alert “90% Weekly Budget“, set the Allowance Type to “Weekly“, value as Percentage, and the Percentage to “90“. This means that if the weekly allowance exceeds 90% of its set limit, you will now get an alert within the Alerts section.
- Then click Add to save the alert.
Note: Without selecting a Travel Program, this alert will now apply to every program. However, you may choose to set alerts to specific travel programs of your own.