Learn how to enable the triggers add-on and assign the Triggers Manager user role. You must be the Account Owner to enable add-ons and have the Administrator user role to assign user roles.
Enable the triggers add-on
To enable the add-on:
- Go to Tools > Account.
- Select Add-on Management from the left-hand menu.
- Next to Triggers, click the slider to enable the add-on.
- Click the Select Locations menu to select individual locations or use the Select all option.
- If required, you can assign yourself the Triggers Manager user role. If yes is selected, you can choose between the Global Triggers Manager or Limited Triggers Manager roles.
- Click Save.
Assign the Triggers Manager user role
The triggers add-on must be enabled before the Triggers Manager user role can be assigned.
Any Administrator can assign the Triggers Manager user role. However, a user must have both the Administrator and Triggers Manager user roles to create and manage triggers.
To assign the user role:
- Go to Tools > User Roles.
- Search for the selected employee.
- Click Manage Roles next to their name.
- Select the checkbox next to Triggers Manager.
- 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). - Click Assign Roles.
Users with the Triggers Manager and Administrator user roles can now create triggers for your location.