Manage Message Watchers and Notifications
Watchers is a part of the Case Management Lite Add-on feature. The Add-on feature can be enabled by your MachShip Owner. If you're unsure who this is, please contact our Support team for help and we'll point you in the right direction. |
What are Watchers
Watchers are part of the Messaging on Consignments feature in Case Management Lite. It allows you to follow a consignment to be notified of every new message added to the consignment. And posting a message automatically adds you as a watcher on the consignment.
Adding yourself as a watcher
Watching a consignment means you'll be notified, via an in-app notification, whenever a new message is posted on it. Go to the Activity panel located under Integration Files section, under the core consignment details and:
- click Watch from the top-right of the Activity panel to be notified whenever a new message is posted
- click Unwatch to stop watching a consignment
Watching decides which consignments you follow. Your notification preference decides which messages on them actually notify you. See Choose which messages notify you via your profile settings.
Adding other users as watchers
Add anyone who needs to stay across the consignment — every watcher is notified when a new message is posted.
- In the Activity panel, click the watcher avatars in the top-right (next to Watch).
- Start typing a name in the Search watchers box.
- Tick a user to add them as a watcher; untick to remove them.
Setting up Default Watchers
Default Watchers automatically add chosen broker users to a client company's new consignments — so the right people follow a customer's consignments and get notified, without having to watch each one manually.
This needs to be set up per client company, on the Consignment Watchers tab.
Adding a default watcher
1. Go to Admin → Companies and open the client company.
2. Open the Consignment Watchers tab.
3. Click Add Watcher.
4. Select the Broker User to add. (The Client Company is already filled in.)
5. Click Add.
The watcher appears in the list with their Name and the date they were Added On.
Removing a default watcher
In the Consignment Watchers tab, open the row's cog menu and choose Delete.
How default watchers work
- Listed broker users are added as watchers automatically to that client company's new consignments.
- These apply to new consignments only — existing consignments aren't changed, and later edits to the list don't apply to consignments already created.
- The person who creates a consignment, and anyone who posts a message, is also added as a watcher automatically.
What watchers receive
- When a new message is posted, every watcher except the author is notified in the app.
- Visibility is respected. A Visible to client message notifies all watchers.
- An Internal only message notifies only watchers from the author's company.
- You can choose which messages notify you via your profile notification settings (see below).
Manage Message Notifications
Not all messages need to notify you. For example, internal notes your own colleagues posted for record keeping or to resolve something themselves. You can choose which messages are worth a notification.
- The setting is per user. It applies to every consignment you watch, and it changes notifications only.
- You remain a watcher, and you still see every message you have access to on the consignment.
This user profile notification setting is for MachShip 4PL users.
Setting your profile notification preference
- Open settings (cog top right)
- Select My profile
- Scroll to Notifications
- Choose one from Notify me about
| Option | You're notified about |
|---|---|
| All messages | Every message on consignments you watch, including internal messages from your own colleagues. This is the default. |
| Client initiated messages only | Messages from the client. Internal messages posted by your colleagues don't notify you. |
| No message notifications | Nothing. You stay a watcher and can still read messages on the consignment. |
Worked example
A client posts a message on a consignment. Two 4PL users are watching it, then each posts an internal message.
- The user that set to client initiated messages only is notified about the client's message only.
- The user that set to all messages is notified about the client's message and the other 4PL users internal message.
Each watcher's own setting is applied when the notification is sent, so two people watching the same consignment can receive different notifications.
Users are grouped into 4PL users and Client users
- 4PL users can add or remove watchers from their own company and the client company.
- Clients can add or remove watchers from their own company only.
- A consignment can have up to 10 watchers.
As always, if you need help or have any
queries regarding this, please reach out to our Support team.