Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to notify Administrator(s) when Participants act on an Approval.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
Important Note: The Administrator is not allowed to update this setting after activating the Approval.
To notify Administrator(s) when Participants act on an Approval:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to Approvals, and click on the Approval Name with a Draft status.
3) On the Add Approval or View Approval page, click on the Settings icon at the top right.
4) On the Approval Advanced Settings pop-up window, select the checkbox 'Notify Administrators when participants acted on this Approval'.
Then, click on Update.
5) Once you have updated the settings, you may proceed to Activate and Notify the Participants of the Approval.
Important Note: The Approval's Administrator(s) will receive an email notification from Board.Vision<notifications@board.vision> with the title, "Company Name: Approval Notification" when the participants act on the approval.
You have completed the tutorial on how to notify Administrator(s) when Participants act on an Approval.
If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.
Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).