Notifications - Customization & Rules
How do I customise notifications and what are the rules that trigger certain notifications.
Brandon Hodgson avatar
Written by Brandon Hodgson
Updated over a week ago

In this tutorial, you will learn how to customize notifications in your portal, as well as discover the rules that trigger reminder notifications to be generated by the portal.

To begin, head to the 'Settings' page via the drop-down under your name on the top right-hand side of the page.

Once you have located the 'Settings' page you will see on the left-hand side of the page the option to click on the Notifications tab. You have the ability at this point to toggle notifications on or off for your portal.

You have the ability to customize the Welcome Email that is generated for users by locating the welcome email and clicking on the edit button in the actions column (see video below).

Note: If your portal doesn't have the option to change/edit the welcome email notification, you may reach out to your CSM/representative to have it enabled for you.

Additionally, you can also customize all other notifications on your portal too. 

The system has reminder email notifications based on due dates and expiry dates. These due dates cannot be customized and are based on the following rules:

  1. Upcoming Due Date/Expiry Date: Email will be sent 75% of the way towards the date. i.e. if a due date/expiry date is a year away, the upcoming reminder notification would be sent at 9 months

  2. The Due Date/Expiry Date: Email will be sent the day of. 

  3. Passed Due Date/Expiry Date: Email will be sent 2 days after.

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