Alert: Core Team Admins will no longer automatically receive notifications for any companies. To receive notifications, Core Team Admins must be added as a Companies Admin.
Internal Notifications to Admins
1.Supplier Document Upload
Each time a supplier uploads a document a notification email is sent containing basic information about the document and a link to view/approve/reject the document.
All company admins receive this email if no tag based notification settings are configured.
2.Weekly Suppliers Expiring Summary
It contains a total count of suppliers that have a document expiring in the next 30 days along with the names of the first 5 companies.
All company admins receive this email if no tag based notification settings are configured. If no company admins exist then it is sent to all Team Admins.
Tag based notifications
We've implemented a significant update to our notification system that changes how company notifications are distributed. Previously, all Companies Admins would receive notifications for all companies in the system. With our new tag-based notification routing system, Companies Admins will only receive notifications for companies with tags they're specifically assigned to.
How to configure tag-based notifications
Navigate to tag settings for the tag you want to configure
Find the "Company notifications recipients" setting
Select which Companies Admins should receive notifications for companies with this tag
If no admins are selected, all Companies Admins will receive notifications for these tagged companies
FAQ
Core team admin changes: Core Team Admins will no longer automatically receive notifications for all companies. To receive company notifications, Core Team Admins must now be added as Companies Admins and assigned to relevant tags.
Default behavior: If no Companies Admins are assigned to a tag, notifications for companies with that tag will be sent to all Companies Admins by default.
Pending accounts: Team members with pending email addresses can be assigned to tags, but they won't receive notifications until their accounts are verified.
Untagged companies: Companies without tags will send notifications to all Companies Admins.
Supplier Notifications
1. Document Request
This email is sent when an admin requests a document or sends a document request reminder. This email contains a link to upload a new version of the document.
It is sent to the email address specified in that supplier's profile.
2. Document Expiry Reminders
This email is sent when a previously uploaded document is expiring. It will be sent 30, 14, 7, and 1 day/s before the expiry of the document. It contains a link to upload a new version of the document.
It is sent to the email address specified in that supplier's profile.
3. Document Approved/Rejected
This email is sent when an admin approves or rejects a document that the supplier uploaded. If the document was rejected, a link to upload a new version of the document is provided.
It is sentto the email address specified in that supplier's profile.