NextRequest sends you an email notification each time an update is made to a request that you are assigned to. By default, notifications for all events on requests assigned to you are turned on. Depending on the number of requests you are assigned to, this can add up to a lot of notifications. We recommend disabling the notifications that don't provide information that you need to act on immediately.
You can view less urgent updates in the daily digest, which lists all changes made in the previous 24 hours to requests that you are assigned to. Admins (administrators) can edit email settings for all users.
Update Email Notification Settings
NextRequest sends out notifications to keep you informed about updates to the requests that you have been assigned to. When your account is first created, all the notifications are turned on by default. You can go into your settings at any time to update which notifications you receive. Please note that requesters are able to edit their own notification preferences when logged in as guest users.
Instructions
Log in to your account
Select the Signed In drop-down menu and click My Settings
Choose your Email preferences
All
Overview
Daily Digest: A daily summary of activity on all your requests
Overdue/Due Soon: A daily list of all your overdue and due soon requests
Overdue/Due Soon: A daily list of all your overdue and due soon tasks
Request status
Request reopened
Request published
Request closed
Request pending
Request resumed
Request visibility changed
User status
You are auto-assigned to newly opened request
You are added as the Point of Contact
You are removed as the Point of Contact
You are added as support staff
You are removed as support staff
You are assigned to a task
You are removed from a task
Request actions
External message added
Department changed
Invoice created
Invoice paid
Due date changed
Internal message added
You are notified in an internal message
Message visibility changed
Document released
Document Added
Document Retracted
Date received changed
Note has been pinned
Note has been created
Note:
You will receive real-time notifications any time an action is taken on an assigned request for every chosen preference.
Three options do not send real-time notifications. These send a summary of your notifications once a day:
Daily Digest: A daily summary of all updates that have been made to your assigned requests within the last 24 hours
Overdue/Due Soon: A list of all of your assigned requests that are due soon or overdue
Overdue/Due Soon: A list of all of your assigned tasks that are due soon or overdue
Click the Save button below the list of Email Preferences
Update Your Name and Contact Information
You can set the following contact information for your account: Email, Title, Address, Phone Number, and Company. Most organizations put in emails and titles for their staff. Address, phone number, and company are more applicable to requesters.
Instructions
Log in to your account
Select the Signed In drop-down menu and click My Settings
Update the contact information fields under the Account Details sub-heading
Name: The name you wish to display.
Email: An email you can be reached at.
Note: This is a required field, indicated by the asterisk next to the Email label.
Title: Your position/role within your company.
Address: Your street/mailing address.
City: The city for your address.
State: Where your city is located.
Zipcode: The zipcode for your address.
Phone Number: Your phone number.
Company: The name of your employer.
Click the Save button below the Permanent Backup drop-down menu
Update Your Password
The steps below are for updating your password after signing into your account. Review our Setting Your Password article for more information on how to reset your password.
Instructions
Log in to your account
Select the Signed In drop-down menu and click My Settings
In the Change Password section, enter your Current password
Enter your New password and confirm it in the New password confirmation field below
Note:
A password must be at least 8 characters long.
Click the Save button below the new password confirmation field
Set Your Hourly Rate
If your organization charges requesters for the cost of fulfilling requests, it may want to track the cost of the time you spend fulfilling requests. You can set the cost of your time in dollars per hour and this number will be used to calculate the cost of the amount of time you spend fulfilling each request.
Important Note:
This setting will only be visible if your organization has purchased NextRequest's payments module.
Instructions
Log in to the account
Select the Signed In drop-down menu and click My Settings
Enter the Hourly rate (dollars per hour) under the Account Details subheading
Click the Save button
Set a Backup User for Your Requests
You can designate another user as a backup for your account. This user will receive copies of notifications for your requests. However, the backup user is still bound by their assigned user role in the portal when taking action on a request.
If the backup user has not already been added to the requests, you will need to manually add them should they need to work on or access the requests.
There are two types of backup users:
Out-of-office backup: The out-of-office backup is for when you are temporarily out of the office or unable to manage your requests for another reason. The out-of-office backup will receive copies of all notifications that you receive during the dates that you specify.
Permanent backup: The permanent backup is for when there is somebody who has oversight over whether all your requests are responded to in time. For example, a department head may be the permanent backup for all publishers and staff in their department. The permanent backup will receive copies of all your Overdue and Due Soon notifications.
Instructions
Log in to your account
Select the Signed In drop-down menu and click My Settings
Locate the Backups section below the Account Details subheading
Select a user from the Out-of-Office Backup drop-down menu
Enter the Start/End Date for when you will be out of the office and need them as your backup
Choose a user from the Permanent Backup drop-down menu
Click the Save button below the Permanent Backup drop-down menu