See dashboard notifications and choose your daily summary email

The dashboard keeps a list of tasks that need a response and of work that is done. You can also get one summary email each morning, so you do not have to sign in to check.

Before you start

• You must be an owner or IT manager of the business in the dashboard. Only owners and IT managers can see notifications or choose the daily summary email. If your role will change to a role that cannot open Settings, turn off the daily summary email first. If your role already changed and you still get the email, contact IT Solver to turn it off. See What each dashboard role can do.
• If you have the Billing only role, you do not see notifications. To see what you owe and pay an invoice, open Billing. See Download a tax invoice and see what you owe. IT Solver emails each invoice and its reminders to your business's invoice recipients. To check who gets them, see Change your billing details and invoice recipients.
• Your notifications and your email choice are for you only. Each team member has a separate list and a separate choice.
• If you manage more than one business, each business has its own list and its own email choice. See Switch between businesses and set up a separate billing account.

See what needs your attention

1. Sign in at dashboard.itsolver.net.
2. If you manage more than one business, select the business.
3. At the top of the page, select the bell button. A dot on the bell shows that a task needs your attention.
4. Read the list. To see all items, select View all milestones and actions. If the panel says Nothing needs your attention, there is no link and nothing needs a response.

The full page has two parts.

Needs attention

This part shows tasks that are not resolved. Each task shows who must do the next step:

• Your action needed: you must do something, for example pay an invoice or approve a domain transfer.
• IT Solver action needed: IT Solver is doing the next step. You do not need to do anything.

Each task has a button that opens the correct page, for example Review invoice, Review transfer or Continue email setup.

When you have read a task, select Mark seen. The task moves to Recent milestones. To mark all tasks at once, select Mark all seen. If the task changes later, it comes back to Needs attention.

If nothing needs a response, the page shows No action needed.

Recent milestones

This part shows work that is done or in progress, for example a completed domain transfer or a new setup. You do not need to respond to these items. Some items marked In progress, such as Microsoft 365 changes and hosting cancellations, update on the page by themselves. For other items, reload the page.

To remove a milestone from the list, select Archive.

Choose your daily summary email

The daily summary email is off until you turn it on.

1. Sign in at dashboard.itsolver.net and select the business.
2. Select the settings (gear) button at the top of the page. On a phone, select Open navigation, select your name at the bottom of the menu, then select Settings.
3. Go to Daily summary email.
4. Select one option:
   • Only when I must do something: the email lists only tasks in Needs attention.
   • When I must do something and when work is done: the email also lists new milestones.
   • Do not send emails: no summary email.

The dashboard saves your choice immediately. There is no save button.

When the email arrives

• The email comes at 8:00 am Brisbane time, to the email address you sign in with.
• The email comes only on days when there is something new. If nothing is new, you get no email.
• The email includes only items that you have not marked seen. If you select Mark seen before 8:00 am, that task is not in the email.
• Items that were already in your list when you turned on the email are not sent. Only new items, and items that change, are sent.
• The subject starts with your business name. It says how many things need your attention, or "account updates" when the email lists only milestones.
• The email has an Open the dashboard link to your notifications and a Change these emails link to this setting. If you prefer not to click links in emails, type dashboard.itsolver.net into your browser.

The daily summary does not replace invoice emails. IT Solver still emails each invoice to your business's invoice recipients. To check who gets invoices, see Change your billing details and invoice recipients. To find past invoices, see Download a tax invoice and see what you owe.

Examples

• You see a dot on the bell. The task says "Approve domain transfer" and Your action needed. Find the approval email that the task names and approve the transfer. See Check a domain transfer, resend the approval email or try again.
• A task says an invoice is overdue. Select Review invoice and pay it on the Billing page. See Download a tax invoice and see what you owe.
• You want to know when IT Solver finishes a job, but you do not want to sign in each day. In Daily summary email, select When I must do something and when work is done.
• You turned on the email but got nothing this morning. Nothing new happened, or you already marked the task seen. Select the bell and read the list.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.