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Notifications

Learn how to add multiple recipients correctly, choose between real-time and daily summary frequencies, and identify the specific error notifications essential for monitoring the Connect module.

Updated over 2 weeks ago

Overview

Notifications keep you informed by sending automated emails whenever specific actions occur within your system.

Permission Note: You must have Admin privileges to access the User, Settings, and Notifications areas.

How to Set Up Notifications

Follow these steps to customize your alerts:

  1. Navigate: Once logged in, go to the Notifications section in the left navigation bar.

  2. Add New: Click the Add button to create a new alert.

  3. Select Type: Choose the desired notification type from the dropdown menu.

  4. Add Recipients: Enter the email addresses for everyone who should receive the alert.

    • Pro Tip: Enter all email addresses into the same field, separated by a comma. Avoid setting up the same notification multiple times, as this can cause performance issues or prevent emails from sending.

  5. Set Frequency: Choose how often you want to be notified:

    • Real-time: Sent the moment the action occurs.

    • Daily Summary: A single email sent each evening summarizing the day's activities.

  6. Finalize: Repeat the process for any additional alerts and click Save to apply your changes.

Recommended Notifications for Connect Users

If your firm utilizes the Connect module, we highly recommend enabling the following alerts to stay ahead of potential issues:

  • Error-Posting Failure

  • Error-Incomplete Posting Record

  • Error-Failed Auto-Pay

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