Email Notification
    • 06 Sep 2023
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    Email Notification

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    Article Summary

    Under Email Notifications tab,

    • Click on Add New Event Email Notifications button
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    • Select the desired event from the event list dropdown

    Please note :

    Select Customer from list only if email notification must be applicable for specific customer else it will be applicable on global level for all customers if no customer is selected

    image.png

    • You can see the preview of the email template by clicking on Preview Email button
      image.png

    • Select the Recipient type (To, CC, BCC) as

      • People : any specific email address
      • Billing contact : email address configured under Profile section on customer portal (generally retrieved from Partner center during customer onboarding)
      • Role : Customer Role(Customer Admin/Reader/Admin Lite), Partner Role(Systems Admin/Reader, Finance Admin, HelpDesk User)
    • Click on Submit button
      image.png

    • Repeat the above steps and configure the emails for the required events

    • Switch back to Email Notifications tab to see list of configured email notifications
      image.png

    • Click on the Notification Icon on the top of the page to view all notification emails sent
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