Enable the triggers add-on

Enable the triggers add-on

To enable the add-on:

1. Go to Tools > Account.
2. Select Add-on Management from the left-hand menu.
3. Next to Triggers, click the slider to enable the add-on.
   
   
   
   
4. Click the Select Locations menu to select individual locations or use the Select all option.
5. 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.
6. 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: 

1. Go to Tools > User Roles.
2. Search for the selected employee.
3. Click Manage Roles next to their name.
   
   
4. Select the checkbox next to Triggers Manager.
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.
   
   

Users with the Triggers Manager and Administrator user roles can now create triggers for your location.