Email Notifications

Email Notifications

Notifications

The scope of this document covers configuring Email Notifications to send to an email address, or to send notfications to the following PSA's:
  1. AutoTask Website
  2. Connectwise Website
  3. RepairShopr Website
  4. Halo PSA Website
Most PSA's are supported, though not addressed in this document. Please contact your PSA Support Team for further details about your PSA setup. Uplevel Support Team is happy to work with your PSA Support to come up with a solution. 

Enable and Configure Notifications in the Uplevel Portal

From the Portal > Profile Edit > Account Setting section


Choose the Notifications tab:


Check Send email when an issue is detected, and enter the specifics to the fields below:



For the Email Subject Line & Email Body you can use the following variables (you can copy/paste the variables in the Portal)
{severity} - INFO, WARN, ALERT
{customer} - Which Customer is affected
{site} - Which of the Customer's sites is affected
{description} - A description of the issue

Recommended entries:
Subject Line: 
{severity} - {customer} - {site}
Body: 
{severity} - {customer} - {site}
{description}

Autotask Setup:







Connectwise setup:







RepairShopr Setup:


Halo PSA

We have less information regarding Halo PSA. If you would like to help us expand this section please contact us at support@uplevelsystems.com 

  1. New rule: The Use field has 4 options. The required setting is “New Ticket” (New & Existing Ticket does work)
    1. name
    2. precedence,
    3. enable rule
  2. Criteria:
    1. Field > Email Subject:
    2. Rule Type > Contains
    3. Value > the part of the email subject that identifies the customer
This will setup a generic alert not including the UPL device name, although this could be included

You can use the  Status change to “In Progress”, yet this is optional
Other Outcomes:
  1. Field >Customer: set to the needed customer value
  2. Field >User: set to an appropriate w that customer


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