Email Notification

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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

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  • You can see the preview of the email template by clicking on Preview Email button
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  • 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
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  • 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
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  • Click on the Notification Icon on the top of the page to view all notification emails sent
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