Add Email Recipients to an Account

Learn how to add multiple email addresses to an account for receiving reports and alerts.

Why Add Multiple Emails?

Adding multiple email addresses to an account ensures that:

• Key team members receive inventory alerts
• Reports are delivered to the right people
• Order notifications reach all stakeholders

Adding Emails to an Account

1. Navigate to the Account you want to update
2. Click Edit to open the edit form
3. Find the Emails field
4. Enter an email address and press Enter to add it
5. Repeat to add more email addresses
6. Each email appears as a tag/badge

Removing an Email

1. In the Emails field, locate the email tag you want to remove
2. Click the X on the email tag to remove it

Enable Inventory Alerts

To receive automatic inventory level alerts:

1. In the account edit form, find the Alert Inventory Levels checkbox (top-right of the Emails field)
2. Check the box to enable alerts
3. All listed email addresses will receive inventory notifications

Email Validation

• Each email must be in a valid format (e.g., name@domain.com)
• Invalid emails will show an error message
• At least one email is required for each account

Viewing Account Emails

From the accounts list:

• The first two emails are shown as badges
• If there are more, hover over "+ X more" to see additional emails

From account details:

• Navigate to account Info tab
• All emails are listed under "Supplier Information"

Tips

• Add emails for all team members who need order/inventory updates
• Keep email lists current - remove addresses for departed staff
• Enable "Alert Inventory Levels" for accounts that need proactive stock notifications

Updated on: 06/12/2025