User Settings and Notifications

NextRequest sends you an email notification each time an update is made to a request that you are assigned to. By default, notifications for all events on requests assigned to you are turned on. Depending on the number of requests you are assigned to this can add up to a lot of notifications. We recommend disabling the notifications that don't provide information that you need to act on immediately.

You can view less urgent updates in the daily digest which lists all changes made in the previous 24 hours to requests that you are assigned to. Admins can edit email settings for all users.

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Update Email Notification Settings

NextRequest sends out notifications to keep you informed about updates to the requests that you have been assigned to. When your account is first created all of the notifications are turned on by default. You can go into your settings at any time to update which notifications you receive. Please note that requesters are able to edit their own notification preferences when logged in as guest users.

Log in to your account
Select the Signed In drop-down menu and click My Settings
Choose your Email Preferences

Note: You will receive real-time notifications any time an action is taken on an assigned request for every chosen preference.
- There are two options that do not send real-time notifications. These two send a summary of your notifications once a day:
  - Daily Digest: A daily summary of all updates that have been made to your assigned requests within the last 24 hours.
  - Overdue/Due Soon: A list of all of your assigned requests that are due soon or overdue.
Click the Save button below the list of Email Preferences

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Update Your Name and Contact Information

You can set the following contact information for your account: Email, Title, Address, Phone Number, and Company. Most organizations put in emails and titles for their staff. Address, phone number, and company are more applicable to requesters.

Log in to your account
Select the Signed In drop-down menu and click My Settings
Update the contact information fields under the Account Details sub-heading
- Name: The name you wish to display.
- Email: An email you can be reached at.
  
  Note: This is a required field, indicated by the asterisk next to the Email label.
- Title: Your position/role within your company.
- Address: Your street/mailing address.
- City: The city for your address.
- State: Where your city is located.
- Zipcode: The zipcode for your address.
- Phone Number: Your phone number.
- Company: The name of your employer.
Click the Save button below the Permanent Backup drop-down menu

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Update Your Password

The steps below are for updating your password after signing into your account. Review Setting Your Password for more information on how to reset your password.

Log in to your account
Select the Signed In drop-down menu and click My Settings
In the Change Password section, enter your Current password
Enter your New password and confirm it in the New password confirmation field below

Note: A password must be at least 8 characters long.
Click the Save button below the new password confirmation field

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Set Your Hourly Rate

If your organization charges requesters for the cost of fulfilling requests, it may want to track the cost of the time you spend fulfilling requests. You can set the cost of your time in dollars per hour and this number will be used to calculate the cost of the amount of time you spend fulfilling each request.

Important Note

This setting will only be visible if your organization has purchased NextRequest's payments module.

Instructions

Log in to the account
Select the Signed In drop-down menu and click My Settings
Enter the Hourly rate (dollars per hour) under the Account Details subheading
Click the Save button

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Set a Backup User for Your Requests

You can designate another user as a backup for your account. This user will receive copies of notifications for your requests.

However, the backup user is still bound by their assigned user role in the portal when taking action on a request.

If the backup user has not already been added to the requests, you will need to manually add them should they need to work on or access the requests.

There are two types of backup users:

Out-of-office backup: The out-of-office backup is for when you are temporarily out of the office or unable to manage your requests for another reason. The out-of-office backup will receive copies of all notifications that you receive during the dates that you specify.
Permanent backup: The permanent backup is for when there is somebody who has oversight over whether all your requests are responded to in time. For example, a department head may be the permanent backup for all publishers and staff in their department. The permanent backup will receive copies of all your Overdue and Due Soon notifications.

Instructions

Log in to your account
Select the Signed In drop-down menu and click My Settings
Locate the Backups section below the Account Details subheading
Select a user from the Out-of-Office Backup drop-down menu
1. Enter the Start/End Date for when you will be out of the office and need them as your backup
Choose a user from the Permanent Backup drop-down menu
Click the Save button below the Permanent Backup drop-down menu