Create Announcements for Customers

You can create announcements or associate existing announcements for customers to notify them about important information.

 

Role Required: SDAdmin, SDSiteAdmin, or AnnouncementConfig role with View Customers permission.

 

Consider a scenario where the application is scheduled for downtime at a specific time, you can notify users in the customer organizations directly from here. Announcements will be displayed as a banner in the application header. 

 

Associate Existing Announcement 

To associate an existing announcement to a customer,

1. Go to the Customers module and open a customer's details page.
   
2. Navigate to the Announcements tab and click Associate
   

1. Select the announcement you wish to associate using the check boxes and click Associate.
   

 

Create New Announcement 

To create a new announcement,

1. Go to the Customers module and open a customer's details page.
   
2. Click New Announcement.
3. Fill out the New Announcement form.
   
4. Click Save.
   

 

 

Edit or Delete Announcement 

To edit or delete an announcement, click against the announcement in the announcement tab and choose the respective option.

 

 

 

 

Users can view announcements from any of the following places:

1. Announcement banner
   
2. Announcements widget on the home page (requesters)
   
3. Announcements tab on the home page (technicians)
   
4. Notifications in the header menu
   

Learn more about announcements.

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