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Updating User Email Notification Settings
Updating User Email Notification Settings

Personalize your email notifications to suit your preferences

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Written by Cameron Birch
Updated over a month ago

Overview

This article describes how to update your Email Notification settings when a user's review is required as part of a Company Qualification Flow or Project Approval Request.

How to Update your Email Notification Settings

  1. Upon login to COMPASS, click the dropdown arrow option in the top-right corner of the page to display two options, My Settings and Sign Out.
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  2. Click My Settings to open the User Settings page.
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  3. Click Account Settings to display the Email Notification settings.
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  4. Under the Email Notifications settings section, there are two options for setting your email notification preferences pertaining to Company Qualification Flows and Project Approval Requests:
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    1. Email me when my review is required. If disabled, reminder email will not be sent either
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      1. When enabled, this setting will instantly send the user an email each time their review is required as part of either a Company Qualification Flow or Project Approval Request.

      2. When disabled, emails will not be sent each time their review is required. The reminder email for outstanding reviews will not be sent after 3 days either.
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    2. Email me with a daily report listing all of the records that require my review. Email isn't sent if no action required.
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      1. When enabled, each weekday (Monday-Friday) a user will be sent the COMPASS Daily Digest, containing a list of required reviews for both Company Qualification Flows and Project Approval Requests between the hours of 8am-9am (Users can also update their preferred timezone on this page). If there are no outstanding reviews for the user, no email will be sent.
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        The COMPASS daily digest contains the following information for each outstanding review for both Company Qualification Flows and Project Approval Requests:

        1. Subcontractor - The name of the Subcontractor being reviewed

        2. Last Reviewer - The last reviewer to leave a review

        3. Recommendation - The recommendation from the Last Reviewer
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      2. When disabled, the COMPASS Daily Digest is not sent to the user.
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  5. To update your Email Notification settings, enable or disable each checkbox depending on the preferred notifications the user would like to receive.
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    Once the desired notifications have been selected, click the Update Email Notifications checkbox to update the notification setting.
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  6. The user's preferred Email Notifications have been successfully updated.


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