Sisu includes a watch list feature on every transaction. Users added to this list, known as Watchers, are automatically notified whenever updates are made to a transaction form. This helps ensure key team members stay informed of any changes throughout the transaction process. Whether you prefer automated convenience or manual control, we give you the flexibility to manage watcher settings in a way that fits your workflow.
Topics in this article:
How To Automate Watchers
This section is intended for Admin and TC users within Sisu.
By default, the following users are automatically added as Watchers to their transactions:
Agents
TCs
ISAs
This automation helps streamline communication, but you also have full control to manually manage watchers on a per transaction basis.
You can also choose to automatically add Admin users as Watchers on all transactions. To do this, follow these steps:
Navigate to Admin > Team Settings > Preferences.
In the Transaction Preference Settings section, locate the "Automatically add all Admin users as transaction Watchers" setting.
To the right of the setting, toggle to Enabled.
When enabled, Admin users will automatically be added as Watchers to all transactions. They can be removed manually on a per transaction basis if needed.
How to Disable Automated Watchers
This section is intended for Admin and TC users within Sisu.
If your team prefers to manually manage all Watchers, Admin/TC users can disable the feature by following these steps:
Navigate to Admin > Team Settings > Preferences.
in the Transaction Preference Settings section, locate the "Automatically add transaction Watchers when transactions are created" setting.
To the right of the setting, toggle to Disabled.
When disabled, Agents, TCs, and ISAs will no longer be added as Watchers automatically. They can be added manually on a per transaction basis if needed.
To also disable automatically adding Admin users as transaction Watchers follow these steps:
Navigate to Admin > Team Settings > Preferences.
In the Transaction Preference Settings section, locate the "Automatically add all Admin users as transaction Watchers" setting.
To the right of the setting, toggle to Disabled.
How To Manually Add & Remove Watchers From A Transaction
To add a Watcher to a transaction, follow these steps:
Open the specific transaction.
When viewing any form, click the eye icon
located at the top right of the form.In the pop-up that appears, you'll see a list of current Watchers.
To add a new watcher, click the Select To Add Watchers drop-down and select the desired user.
Changes are saved automatically, and added users will begin receiving notifications for updates to that transaction.
To remove a Watcher from a transaction, follow these steps:
Open the specific transaction.
When viewing any form, click the eye icon
located at the top right of the form.In the pop-up that appears, you'll see a list of current Watchers.
To remove a Watcher, click the X icon
to the right of the user you'd like to remove.
Changes are saved automatically, and removed users will no longer receive notifications for updates to that transaction.
How To View Watchers On A Transaction
To view the current Watchers on a transaction, follow these steps:
Open the specific transaction.
When viewing any form, click the eye icon
located at the top right of the form.In the pop-up that appears, you'll see a list of current Watchers.
What Do Watcher Notifications Look Like?
Whenever a transaction is updated, all Watchers will receive an email identifying the transaction, who made the update, which form was changed, and which specific form fields were modified.
