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  1. Joopy Help Center
  2. Setup
  3. Email notifications set-up

HOW to set up JOOPY to send e-mail notification after period creation?

  • Access Tool sub menu, users' permissions definition, select the required role and access the 'Activities' tab
  • Check 'Ability to send Workflow to mail', which is the last displayed ability

  • Access Tools sub menu, open Process tab folder and 'WorkFlows' tab inside

 

  • Select 'After create period' row.
  • In the 'Action' column select the 'Send email' activity.
  • Press the 'envelope' icon to define the notification distribution

  • In the 'Condition' column, open the drop down list and select when notifications should be sent
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