Activating the Triggers Add-on

How to enable the Triggers Add-on and assign the Triggers Manager user role. To enable Add-ons you must be the Account Owner, and to assign user roles you must be an Administrator.

Activating the Trigger add-on for use by Administrators requires enabling the add-on at an account level, then assigning the Triggers Manager user role for Administrators.

Please Note: The user role will not be available to select until the Add-on has been enabled.

Triggers Add-On

To enable the Triggers Add-on, sign into WhosOnLocation as the Account Owner, then:

  1. Go to Tools > Account.
  2. Select Add-on Management from the left-hand menu.
  3. Toggle Triggers to Yes.
  4. Choose either All or Selected

    If you choose Selected, select the locations to use Triggers using the Update Selection button.
  5. Click Save.

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Triggers will now be accessible to all employees with the Triggers Manager and Administrator user roles.

Assigning the Triggers Manager User Role

Any Administrator (including the Account Owner) can assign the Triggers Manager user role. However, to access the Triggers Add-on, an employee must have both the Administrator and Triggers Manager user roles. This is because Triggers are part of the location settings which are only accessible by Administrators.

Please Note: The Triggers Add-on must be enabled before the user role can be assigned.
  1. Go to Tools > User Roles.
  2. Search for the selected employee.
  3. Click the green Manage Roles button next to their name.
  4. Select Triggers Manager using the checkbox.
  5. Choose the type of role you want to assign.

    Global Triggers Manager - they can manage triggers for all locations in the account (can only be assigned by a global administrator).
    Limited - they can manage triggers only for those locations assigned to them (use the Update Selected Locations button to assign locations).
  6. Click Assign Roles.

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The employee will now be able to access the Triggers option from a location's settings. To get to this option, go to Tools > Locations, click View next to the selected location, and select Triggers from the left-hand menu.

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