Add an Employee to Performance Summary Email List

How do I add an employee to the Performance Summary email list?

In order to add a new employee to either the Daily Performance Summary or Weekly Performance Summary email lists, follow these steps:

1. In Toast Web, use the left-hand navigation bar to navigate to Toast account > Notifications & alerts > Contact settings ​​
2. Under Email Lists, you will find two options to add a new employee to the lists. 
3. Besides the name of the email lists, select Add Users.
4. In the search bar, enter the user's email address or select the name of the contact that you wish to add to the list. Then, select Done. 
   Note: In order to receive these emails, a user must be listed as an Active employee for that location and they must have the 4.1 Sales Reports permission. Any users who don't meet these criteria (including any users added with external emails) will not receive the emailed report.
5. Save your changes.
   
   
6. Then, once you have your email list, you can select which Email Type (Daily Performance Summary or Weekly Performance Summary) you'd like them to receive.
7. Using the Email List drop-down next to your desired Email Type, select the name of the email list you created.
8. Select Save, located at the upper part of the page.
   
   
   
   

If you want more information on how to create a new email list, please see this article Create Email Lists and Configure Employee Notifications.