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-Enable.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.
  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.

    Assign-trigger-manager.png

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