Why am I not getting supply request emails?
Troubleshoot missing supply request emails: enable New/Updated Supply Requests on the user's Notifications tab, assign Company or Customer Supplies Managers on the location, and check unsubscribe status.
There are a few reasons why you may not be getting supply request emails. Your Clean Smarts administrator will need to check the settings below.
Applies to: Account administrators and managers with Users (Edit) and Locations (Edit). The user who should receive emails also needs supply-related module access so the supply request notification options appear on their profile.
New or Updated Supply Request Email Notifications Are Not Enabled
- Open Manage Users from your profile menu in the bottom-left corner, or press Ctrl/Cmd + K and search for Users.
- Open the profile of the user who is not receiving emails.
- Open the Notifications tab.
- In the Email column, confirm that New Supply Requests and Updated Supply Requests are both checked.
- Click Save Changes.
Those rows only appear if the user's role or custom modules include supply access (Supplies (Request), Supplies (Edit), or Supplies (Set Quantity)). If you do not see them, update the user's Permissions first.
You Have Not Been Designated as a Recipient for This Location
For each service location, users need to be designated as supply managers (email recipients) for company-fulfilled and/or customer-fulfilled items. You may not have been added for that location.
- Open Manage Locations from your profile menu in the bottom-left corner, or press Ctrl/Cmd + K and search for Manage Locations.
- Open the location.
- Open the Supplies tab.
- Click Supplies Manager.
- Add the user under Company Supplies Manager (cleaning company fulfilled items), Customer Supplies Manager (customer fulfilled items), or both, depending on which requests they should receive.
- Click Save Changes.
Internal users with location access and supply request email notifications enabled may still receive an informational email even if they are not a Company or Customer Supplies Manager. That email lists all supply request items and begins with: "This email is for your information only; you are not the designated supply manager for this location."
The Request Only Included Items for the Other Fulfillment Role
If a supply request contains only items designated for the cleaning company to fulfill, and you are only a Customer Supplies Manager (or the reverse), you will not get that email. You only receive requests that include items for your designated role—unless you are set up for both, or you are receiving the informational (non-manager) email described above.
You Are Unsubscribed from Email Notifications
At the bottom of each Clean Smarts email is an unsubscribe link. If you—or anyone with access to the inbox, including someone you forwarded the email to—clicks that link, email notifications stop for that user until an administrator re-enables them.
Tips and Troubleshooting
I don't see New Supply Requests on the Notifications tab. The user's permissions need at least one supplies module. Open Permissions, add the relevant supplies access, save, then return to Notifications.
I enabled Email notifications but still get nothing. Confirm the user is listed under Supplies Manager for that location (or has location access for the informational emails), and that the request includes items for their company/customer role.
Where did Supplies Managers move? In the current web portal they are no longer on the main location details form. Open the location's Supplies tab and use the Supplies Manager button.