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Notifications for you and your team (Buyer)
Notifications for you and your team (Buyer)
Updated over a week ago

Custom email notifications can be created so that the correct people on your team are notified in an efficient and timely manner.

To create a notification:

  1. Once you are on the Notifications page within the Settings module, select a feature.
    This features list includes: transaction contracts, transaction deliveries, transaction orders, transaction prices, transaction invoices, transaction payments;

    Notifications_-_New_Notification.png


  2. Choose a trigger event (created, edited, cancelled) for the selected feature.

    A few examples below:

    • Created = When a user creates an order selected team members will receive a notification.

    • Edited = When a counterparty edits a delivery selected team members will receive a notification.

    • Cancelled = When a user cancels an invoice selected team members will receive a notification.

      Notifications_-_Add_New.png


  3. Select the frequency of these emails and which team members receive these notifications.

    The notification will always be sent at the end of the period selected, end of hour/day/week/month, or can be chosen to be received in real time.

Example: A notification will be sent on a weekly basis (the frequency) to John Snow (the team member) containing any invoices (the feature) that have been created (the trigger event) subsequent to the last notification received.


💡Note: The user who would like to receive these notifications needs to first be set up as a Team Member in your system, for steps on this please see Creating a new Team Member.

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