Notifications Center

Overview

The Notifications Center of the new notifications feature allows administrators to easily configure how users of the workspace are able to be notified about updates on the workspace.

Key Features

The new Notifications Center allows administrators to configure how the users of a workspace will receive notifications:

  • It allows to completely disable all notifications or certain channels
  • It allows to mute notifications triggered due to changes by technical users
  • It allows configuring, which topics users of the workspace may receive
    • By completely disabling certain topics
    • By enforcing certain topics to be received by all users
    • By limiting certain topics to only have some of the available options (never, instantly, daily, weekly)
  • It allows to setup & test of custom configuration for the E-Mail channel
    • Workspace branding to be used for the default header & footer
    • Custom header & footer (HTML)
    • Custom SMTP server
  • It allows to setup & test of custom configuration for the Microsoft Teams channel
    • Setup Bot & Microsoft Teams tenant ID
  • It offers an Audit Log that allows seeing which notifications have been sent recently

Start Page

The start page of the Notification Center can be opened via the “Administration” menu as a dedicated section below “Advanced Settings”.

Start page of the Notifications CenterStart page of the Notifications Center

Start page of the Notifications Center

The start page allows to easily enable/disable complete channels (e.g. E-Mail) and to mute any notification that was triggered by a change of a technical user (e.g. an integration).

From the start page, you can also switch to configuring one of the channels by clicking it or locking into the Audit Log or Account Level Settings.

Configuring the E-Mail Channel

If you choose to configure the E-Mail Channel, you will see three new tabs: Workspace Notifications, Account Email Template, and Account SMTP Configuration.

Workspace Notifications

The Workspace Notifications tab allows you to see different domains & topics that you can subscribe to on a certain workspace. Any change done on this screen will only affect the workspace you are currently in.

The administrator can configure for each topic, which options the users of the workspace can choose from for the Frequency of the notification (Never, Instant, Daily, Weekly) and which of these options should be the Default for new users that did not choose one explicitly.

By disabling all options but Never, the administrator can completely disable a topic. Similarly, they can enforce notifications for specific topics by only choosing the option Instant.

Fact Sheet Update Details

Under the Fact Sheets topic, you will be able to opt-in for showing details in Fact Sheet update notifications. Once this is enabled, the users of your workspace that have subscribed to Fact Sheet updated notifications on Email will see which field has changed on the Fact Sheet and the content of what has changed.

Account Email Template

The Account Email Template tab allows configuring the look of the E-Mails sent out by the system. Any change on this page will affect all workspaces of the account the user is currently logged into.

First of all, the administrator can define, which workspace is used to load the design for notifications that are not bound to a specific workspace (e.g. password reset notifications) and how images are to be displayed. Be aware that changes to the actual workspace design may take up to 24 hours to be reflected in the notifications.

The administrator can also choose to use a completely custom HTML header & footer.

The following placeholders can be used inside of these templates:

  • {{recipient}} The display name of the recipient (e.g. first name and last name)
  • {{email}} The email address of the recipient

Account SMTP Configuration

The Account SMTP configuration tab allows configuring a custom SMTP server. Again, any change on this tab will affect all workspaces of the account the user is currently logged into.

The administrator can configure and test a custom SMTP server with the following values:

Configuring the Microsoft Teams Channel

If you choose to configure the Microsoft Teams channel, you will see two new tabs: Workspace Notifications and Account Microsoft Teams Configuration.

Workspace Notifications

The Workspace Notifications tab allows you to see different domains & topics that you can subscribe to on a certain workspace. Any change done on this screen will only affect the workspace you are currently in.

The administrator can configure for each topic, which options the users of the workspace can choose from for the Frequency of the notification (Never, Instant) and which of these options should be the Default for new users that did not choose one explicitly.

By disabling all options but Never, the administrator can completely disable a topic. Similarly, the administrator can enforce notifications for certain topics by only choosing the option Instant.

Fact Sheet Update Details

Equivalent to the Email channel you will be able to opt-in for showing details in Fact Sheet update notifications on Microsoft Teams. Once this is enabled, the users of your workspace that have subscribed to Fact Sheet updated notifications on Microsoft Teams will see which field has changed on the Fact Sheet and the content of what has changed.

Account Microsoft Teams Configuration

This tab can be used to set up the Microsoft Teams Notifications with your account. Beware that any change on this tab will affect all the workspaces of your account, not only the one you are logged in to.

To configure your account for Microsoft Teams you need to do two things: Download the Microsoft Teams App using the download link on the tab and install it into your Microsoft Teams tenant as described in the official Microsoft Teams documentation. In the future, we will also provide our Notifications app via the official Microsoft Teams Store.

After that, you only need to save the ID of your Microsoft Teams tenant into the text field to bind your account to this Microsoft Teams instance.

Audit Log

When opening the Audit Log from the start page, the administrator can look into recently send notifications.

Account Level Settings

The administrator may also configure the notifications on an account level, e.g. by disabling them completely.


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