Access Legal Compliance can be set to notify users of tasks and changes in the system that they should be aware of. By default, the notification settings are set universally across the system initially, however, they can be set by the type of task being notified, and controlled on a module by module basis.
Note: You must have Master User permissions on your profile in order to access the Account Settings and Notification Settings.
Please follow the below steps to access the notification settings;
From the home page, click Account Settings.
Select Notification Settings from the list on the left.
Click Edit to amend the current notification settings. Alternatively, you can click +Add Module Setting below the list of current settings to add a setting for a specific module.
You can then choose the notification type you want for each scenario listed. You have four options to choose from:
Detailed Notifications: Can be used to send more information to users. These messages contain a lot more information than the Less Detailed Emails. However, you may choose that this information is best kept out of email inboxes. This sends an in system message and email.
Standard Notifications: This option still sends system messages and emails but with less specific information. This is the best choice if you want to stay notified of actions within the system but want to keep sensitive data outside of your email inboxes.
Only System Messages: This doesn't send emails but creates notifications visible inside the system. This option means having to log into the system to find out about any new or overdue tasks.
No Notifications: This option turns off all system notifications and emails.
Once you have selected the desired option for each scenario, click Save.
Additional Settings
Here you can configure the system notification options for the below notification types:
Daily Summary emails: Users will receive a daily summary email listing any tasks currently assigned to them.
Tasks assigned to self: This adjusts if users do/do not receive notifications when they assign a task to themself.
Notified persons to self: This adjusts if users do/do not receive notifications when they add themself to the "Notified people" option of a task.
The options for each of these notification types are explained below:
Different settings for each user: Allows users to set their notifications on an individual basis and opt in or out of the various types of notifications. If this option is chosen, each user is able to set this for themselves in the My Settings section.
Yes for all users: All users in the system will receive this notification.
No to all users: No users in the system will receive this notification.
Once you have selected the desired option for each setting, click Save.
Gift/Hospitality Notifications
Users adding records into the Gift/Hospitality module will receive a notification of the outcome where their request requires approval.
Use the drop down to select whether users are to receive Gift and Hospitality feedback notifications.
Click Save.