In order to create Delivery Notifications, a user must first be authorized for Deliver Web and then be given a Manager or Administrator Deliver Web role. A user with role of Manager will be able to create and view Notifications at the branch level for all of their authorized branches. A user with role of Administrator will also be able to create and view Notifications at the "All Branches" level.
Step 1
To invite a user to Deliver Web, go to Manage -> Invite in the Innovo Customer Portal, find the user and click the Invite button.
Set the App in the Invite Window to Deliver Web and send the invite.
Step 2
By default, when you an invite a user to Deliver Web they are given the Employee role. To change the users role to either Manager or Administrator, find the user under Manage -> Users and click on their name to load their user page.
Click on the Gear icon located to the right of Deliver Web in the Subscriptions listing.
Change the users role.
Tip: To give Deliver Web access to existing Innovo users, find their user in Manage -> Users, select Deliver Web under subscriptions, and send them the invite. You must then refresh the page to display the gear icon so you can adjust their role as needed.
In Deliver Web, any user with a Manager or Administrator role should see Notifications and Settings in addition to the standard Deliver Web menu items.
Note: Now that you have invited the user to Deliver Web and set their role, the user must log out of the portal and log back in to see the new Deliver tab, and the Notifications and Settings tabs on the blue bar within Deliver Web.
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