Enable the triggers add-on

Learn 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 have the Administrator user role.

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. Select Yes next to Triggers.

    Triggers-Add-On.png
  4. Choose either All or Selected below Locations Activated. If you choose Selected, select the locations to use triggers using the Update Selection button.

    Triggers-Add-On-Locations.png
  5. 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, to create and manage triggers, a user must have both the Administrator and Triggers Manager user roles. 

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.

    Manage-Roles.png
  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.

    Triggers-Manager-Assign.png

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

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