How to Edit a Company Email Address for Sending Rosters

1. Log in to the system.
2. Navigate to your name in the top-right corner of the screen.
3. Click Setup.

 Step 2 – Select the Company

From the Setup screen:

1. Locate Organisation Settings.
2. Find the company you want to edit.
3. Click on the Company Name.

 Step 3 – Open Roster Settings

From the company settings:

1. Use the left-hand menu.
2. Click Roster Settings.

 Step 4 – Click Edit

The Roster Settings screen will display the current email address and sender name being used to send rosters.

1. Review the existing email settings.
2. Click Edit.

 Step 5 – Edit the Email Address

In edit mode:

1. Locate the Default Email field.
2. Update the email address with the new company email address you want to use for sending rosters.

For example:

Default Email: rosters@abcsecurity.com.au

You can change the existing email address to another company email address as required.

Step 6 – Edit the Sender Name

You can also update the name that contacts see when they receive a roster email.

1. Locate the Sender Name field.
2. Update the name as required.

For example:

Sender Name: Rosters | ABC Security

The Sender Name helps recipients identify who the roster email has been sent from.

 Step 7 – Review the Updated Email Details

After updating the email address and/or sender name, review the information displayed on screen.

Check that:

• The new email address is correct.
• The sender name is correct.
• The email address belongs to the company you are editing.

 Step 8 – Save the Changes

Once you have finished editing the email settings:

1. Review the changes.
2. Click Save.

The updated email address and sender name will now be saved for the selected company.