Set the Main Account as Primary in Multiple Accounts

In Carbonate HR, we can assign one among the multiple accounts as Primary and the rest will be secondary. Whenever a poll or announcement is sent, only the primary account will receive the email and mobile notification. 

In the email and mobile app notification section of the personal settings, there should be a checkbox to enable “Should the notifications be sent to the primary account only?”. If this checkbox is checked, the system should send notifications to the primary account only and the rest of the secondary accounts should not receive notifications.

First, we need to have various accounts. Below is the user guide for your reference.

 

Step 1

On the dashboard, go to Settings and click the Personal tab.

Step 2

On the personal settings, scroll down to Connected accounts.

Select the account that you want to make as the Primary account by ticking the button.

Step 3

Go to Send notification only to the primary account?

If this checkbox is checked, the system should send notification to the primary account only and the rest of the secondary accounts should not receive notifications.

Step 4

If you want to direct the notifications for non-primary accounts to primary account, go to Redirect all non-primary account notifications to primary account and click Yes.

If this setting is NO, then Notification (excluding payslip) of non primary account will be ignored.

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