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Global Response Settings

Learn how to manage your Envoy Response settings across your locations.

Overview

Global admins can manage Response settings for multiple locations at once from the Global overview. This includes:

  • Emergency notifications: Choose which locations can send emergency notifications.

  • Employee phone numbers: Choose which locations show employees a banner prompting them to add a phone number.

These global controls work alongside location-level settings. Location admins manage these settings for their own location under Response > Settings. Learn more in our Setting up Envoy Response article.

Access global Response settings

  1. Log in to the Envoy web dashboard.

  2. Select Global overview from the location menu.

  3. Navigate to Response > Settings.

Message categories

Create categories to organize and filter your templates and messages. See Templates for incident messages.

Allow admins to send emergency notifications

Emergency notifications let admins create incidents and send alerts to employee and visitor groups from the web or mobile app. A location must have emergency notifications turned on before admins can use our emergency functionality: Two-way chat, safe/need help responses, and roll call.

  1. On the Incident management settings page, click Edit next to Allow admins to send emergency notifications.

  2. Select the locations you want to update:

    • Check individual locations, or

    • Check a location group (for example, Canada or USA) to select every location in that group, or

    • Check the box at the top of the list to select all locations.

  3. Click Enable selected to turn emergency notifications on, or Disable selected to turn them off.

  4. You can also enable locations one-by-one by using the toggle on the left-hand side.

  5. These settings save automatically.

Manage employee phone number collection

Employees need a phone number in their Envoy profile to receive SMS emergency notifications. When this setting is on, employees without a phone number see a banner on the dashboard and the mobile app homepage prompting them to add one.

  1. On the Incident management settings page, click Edit next to Prompt employees to add phone numbers

  2. Select the locations you want to update, using individual locations, location groups, or select all.

  3. Click Enable selected to show the banner, or Disable selected to hide it.

For other ways to add employee phone numbers, such as CSV upload or directory sync, see the SMS prerequisite section of Setting up Envoy Response.

Local emergency response teams

By setting a location's emergency response team, you can designate local contacts to receive notifications about incoming chats and alert responses. These contacts must also be either global or location admins.

Their contact information will also be listed under the call feature, along with the sender's information. Learn more about Setting an Emergency Response Team.

Global admins can use the Global response settings page to assign these admins for different locations without navigating to each location's page.

You can add admins to multiple locations by using the + Add admins button.

  1. Click + Add admins.

  2. By default, all locations will be selected. You can edit this by clicking the Location field.

  3. Once you have locations, click into the Admins field. Select the desired admins.

    1. The users shown here have admin access to the selected locations. If you don't see who you expect, ensure that user:

      1. Has the correct admin role

      2. Has logged into Envoy at least once to confirm their account.

  4. Click Review to proceed.

  5. Review the admins to add. If the selected admins aren't listed, double-check that they aren't already added to the desired location. Click Add to confirm.

You can also add admins directly to a location by opening the location's details.

  1. Click the location's name in the table.

  2. The sidebar will open with the list of admins on that Emergency response team.

  3. Click the pencil icon to edit.

  4. You can add more admins by using the drop-down, or delete admins by clicking the X next to their name.

    1. If you don't see the admin you expect, confirm they have the appropriate admin permissions and have logged into Envoy at least once.

  5. Be sure to click Save if you make any changes!

Organization-wide threat notification rules

Set proactive threat notification rules that apply across every location, including VIP alerts. See VIP protection.

Display HRIS home locations on the threat dashboard

Show employee home locations synced from your HRIS on the threat dashboard, and optionally limit which admins can view them. Requires an HRIS integration.

How global and location settings work together

Global settings and location settings control the same feature. A change in Global overview applies to the selected locations and appears in each location's Response > Settings. Likewise, a change a location admin makes at their location is reflected in the global view.

FAQ

Who can change these settings globally?

  • Only Global admins. Location admins can manage these settings for the locations they administer under Response > Settings.

If I turn off emergency notifications for a location, can admins at that location still send alerts?

  • No. Emergency notifications must be on for a location before admins can send them from that location. Location admins can send non-emergency messages, but they can't include two-way communication or roll call functionality.

Does the phone number banner add phone numbers automatically?

  • No. The banner prompts employees to add their own phone number. To add employee numbers, use manual entry, a CSV upload, or directory sync, and be sure to include the phone_number field.

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