Managing who receives carbon copies (CCs) for inspections and reports is a crucial part of organizing communication within your team or with clients. The Safety Reports Admin page allows you to efficiently bulk add or remove CCs from company groups to ensure the right people are always kept in the loop.
Follow these simple steps to bulk manage CCs for your company groups.
Steps to Bulk Add or Remove CC’s from Company Groups:
1. Log-in to Your Safety Reports Admin Page
Begin by logging into your Safety Reports Admin page with your administrator credentials.
2. Select Inspections
After logging in, navigate to the ‘Inspections’ tab located along the grey bar at the top of the page.
3. Choose Company Maintenance
On the far left of the page, select ‘Company Maintenance’. This will direct you to a section where you can manage the companies and associated settings.
4. Click on the Tab ‘Groups’
In the Company Maintenance section, click on the ‘Groups’ tab. This will display the groups within your company to which CCs can be added or removed.
5. Edit the Group
Locate the group you would like to modify and click the ‘Edit’ button next to it. This will open up the group’s settings for customization.
6. Add or Remove CC’s
In the group settings, you will find an option to enter email addresses and names. To add a CC, simply input the relevant details and click the ‘Add’ button.
To remove a CC, enter the email address or name of the CC you wish to remove and click the ‘Remove’ button.
Conclusion
By following these steps, you can easily manage CCs within company groups in your Safety Reports Admin page. This functionality helps streamline communication and ensures the right stakeholders are always kept updated on inspection reports and safety audits. Whether adding or removing recipients, the process is quick and efficient, improving your overall workflow.
Download the Bulk Add/Remove CC's from Company Groups PDF here: