The system facilitates using three types of notifications depending on user type: Email notifications, SMS(Text) notifications, and Push(Mobile app) notifications. You may set up all three differently with different copies or at once by using the same message copy.
Followed is how you can do it-
- Click on the
‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
- Now, click on ‘Security and Accessibility’ from the left menu, followed by clicking on ‘Other Notifications’ from the middle section
- Now, click ‘Forget Password’ from the left menu.
The steps to set notifications will be-
- In the middle section, you will see three types of notifications that you can set- ‘Email’, ‘Push’ i.e. mobile app push notifications and ‘SMS’ i.e. text messages notifications
- To create any of these types of notifications, click on the respective tab of ‘Email’, ‘Push’ or ‘SMS’ and then click ‘Add new’
- Fill respective field and setup the template content/copy you want to use. For every field, there is a tooltip with an icon
that you can refer to learn more about what that field does and what information is needed
- Once finished, Click ‘Save’. If you select ‘Save Default Template’, the system will save this template as a default for all three types of notifications i.e. ‘Email’, ‘Push’ or ‘SMS’ provided you also select ‘Add Push Template’ and ‘Add SMS template’ from the bottom
Once saved, these notifications will be sent to the respective stakeholders(Actors) you have selected whenever these activities are performed.
These steps can be followed to create any type of notification copy(template).