Group Settings

Overview

Group Settings allow administrators at a location level to define user groups that reflect how their shop operates and assign notification rules to those groups. When a customer approves or declines an estimate, the right team members are notified automatically, without relying on individual users to opt in.

NOTE: This feature is currently available to pilot participants only. If you're interested in enabling it for your location, contact your PSSM Program representative.

Access Group Settings

1. Go to Admin Tools.
2. Select Customize Your Database.
3. Locate the Group-Based Notifications under the Communication section.

Create User Groups

Groups should reflect real operational cohorts at your location, for example, Day-Shift Service Advisors, Night-Shift Advisors, or Senior Technicians. A user can belong to more than one group.

Assign Notification Rules

Once your groups are defined, assign which groups receive notifications for each approval event. Notification rules apply automatically when the event occurs, without requiring individual users to configure anything.

NOTE: Admin-defined group notifications override an individual user's choice to opt out. Users can still choose their delivery channel (Email, SMS, or Dashboard) unless restricted, but cannot fully disable a required notification.

How Notifications Appear to Users

The User Notification Preferences screen reflects both administrator-required rules and each user's own delivery choices. When a notification is required by an administrator:

• It appears in the user's preferences with a lock indicator showing it cannot be disabled.
• The user cannot opt out of the notification event itself.
• The user can still configure the delivery channel: Email, SMS, or Dashboard.
• Supporting copy identifies the notification as administrator-required and, where applicable, names the relevant group.

Required notifications are visually distinguished from optional ones so users can tell at a glance which settings are enforced. Each required notification must have at least one delivery channel selected before preferences can be saved.