Get owner alerts from your apps

Owner alerts tell you the moment something happens in your apps that you may want to know about: a supplier answered an order, an expense claim is waiting, a project went over budget, a deal is stuck. You read them in Kluvan, and can also get them by e-mail or Telegram. They sit in the Owner workspace, beside the attention list.

Before you start

• Only the owner can change these settings. Every change is kept in the activity log.
• For Telegram: your plan must include it, and your organisation's Telegram bot must be set in Settings → Integrations (see Telegram).

Steps

1. Open Settings → Owner alerts.
2. Tick Switch on owner alerts. Nothing is shown or sent until this is on.
3. Under Which events alert, tick the events you want, for example Failed sign-ins, Slow and dead stock or Requests waiting too long.
4. Under Quiet hours, set From and To. Nothing is sent in these hours; the digest after them carries what happened.
5. Under How alerts are sent, pick one:
   • Serious ones at once, the rest in an hourly digest (the default);
   • Every alert at once;
   • Everything in an hourly digest.
6. Set Most messages per hour (the rest wait for the digest).
7. Under Where, tick Telegram and E-mail to your address if you want them. Alerts in Kluvan (the bell and the alerts page) are always on.
8. Tick Managers see the alerts too (within their branches) if your managers should see them.
9. Select Save.

Review alerts

1. Select the bell (Alerts) at the top of any page. It counts the alerts of the last 7 days not yet reviewed.
2. Or open Owner workspace → Owner alerts.
3. Filter by days (From, To), Alert, Branch or Status, and select Apply.
4. Open an alert, type a Note if you like, and select Mark as reviewed. Select Mark as not reviewed to undo.
5. To keep a copy, select CSV or Excel next to Export:.

Alerts from your apps

These come whenever owner alerts and the app are on:

Good to know

• Alerts or the attention list? An alert tells you once that something happened. The attention list keeps an item open until the records show it is dealt with, says what happens if it is ignored, and can be given to someone. Many events appear in both.
• E-mail goes to the owner's address. An address that bounced or marked our mail as spam gets nothing.
• WhatsApp is not a channel for owner alerts.
• Desk, Workflows and Connections raise no owner alerts; their items are on the attention list.
• For one message a day with the top items, set up the daily brief.
• The same Telegram bot can answer questions. See Ask.