Report Recipients

Email expiry, required-document, and maintenance reports to anyone, even if they don't log in

Use Report Recipients to email reports to people who don't log in to Digital Permit Book, such as an owner, a safety manager, or a shop. You can limit each person's reports to the drivers and equipment they care about by using tags.

Add a recipient

  1. Go to Settings > Notifications under General Settings.

  2. Click + Add Person.

  3. Enter the person's name and email.

  4. Optional: under Add Tags, choose tags to include only matching drivers and equipment. Under Exclude Tags, choose tags to leave out.

  5. Turn on the reports they should get:

    • Expiry Report

    • Required Report

    • Maintenance Schedule Report

  6. Click Save.

Each recipient appears in the list with their email, reports, tags, and excluded tags.

Example: If you tag an owner-operator's equipment with "Owner OP," add the owner as a recipient with that tag so they only get reports for their own units.

For your own alerts, use Settings > Notifications under Profile Settings instead. See Set Up Your Profile and Notifications.