Removing Someone from Receiving New Visitor Notifications
This guide explains how to remove an individual from receiving notifications and tasks about new visitors when using the Digital Guest Connect Card in the SteepleMate system.
Steps to Remove Someone from Receiving New Visitor Notifications
Step 1: Access Organization Settings
- Navigate to Organization Settings and select the Guest Connect Cards section.
Step 2: Identify the Group Receiving Alerts
- Within the Guest Connect Cards section, locate the option for Send Alerts or Tasks To.
- Note the group that is currently selected to receive notifications when someone fills out the digital guest connect form.
You will either modify this group or use the information to remove a specific individual from the group.
Step 3: Manage the Group
- Navigate to the Administration Panel or the Care Center Menu and Select Manage Groups.
Step 4: Locate the Group
- Find and select the group that is designated to receive alerts and tasks.
- Once inside the group management screen, select the Members section.
Step 5: Remove the Individual
- Locate the individual you want to remove from the group and select the checkbox next to their name.
- Go to the dropdown menu at the top of the table labeled Selected and choose Resign Member to remove them from the group.
Alternatively, you can remove the individual using the following method:
Method 2: Remove via the Individual’s Profile
- Go to the individual’s Profile or the Person Manager Screen.
- Locate the Groups section of their profile and select the group associated with the alerts to remove them.
- Once selected, the group will move to the Prior Group Association section, which tracks their past group memberships, join dates, resignation dates, and update history.
Once the individual is removed from the group, they will no longer receive alerts or tasks related to new guests in the system.
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