# Notification groups

## **Introduction**

**Notification groups** are used to define groups of users to receive email notifications from Patchworks - for example, [process flow failure failure alerts](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-settings).

This page explains how to view, add and manage notification groups for your company.

## Accessing notification groups

Follow the steps below to view and manage notification groups:

**Step 1**\
Select the **settings** option from the left-hand navigation bar:\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F4NjOpKp61lba0Fcczytu%2Fselect%20settings%20option.png?alt=media\&token=82890d93-4d77-449c-93d4-347aabcc5794)

**Step 2**\
Select **notification groups**:

![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FCwW5n1SGpEIVBnPMlkC1%2Fnotification%20groups%202.png?alt=media\&token=034c5fd4-d3e1-490e-bc22-2da0e9a265b3)\
...the **notification groups** page is displayed:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FkjpVi1wrIoZlECo9PjdM%2Fnotification%20groups%203%20full%20page%20with%20existing%20groups.png?alt=media&#x26;token=d73b6926-1d2a-4834-b137-b7819609a6cc" alt=""><figcaption></figcaption></figure>

...from here you can choose to [add a new notification group](#adding-a-new-notification-group) or [edit an existing notification group](#updating-an-existing-notification-group).

## Adding a new notification group

Follow the steps below to add a new notification group:

**Step 1**\
Access the **notification groups** page (see [above](#accessing-notification-groups)).

**Step 2**\
Click the **add notification group** **button**:\
\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FsqHRU6IJ9QjWzlhgWhQp%2Fadd%20notification%20group%201%20-%20button.png?alt=media\&token=9099e674-3c62-4690-92a5-f7295dd6ce15)

...the **group details** page is displayed:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FhLpR3RtdeBZhAli6Xhsg%2Fadd%20notification%20group%202%20-%20full%20page.png?alt=media&#x26;token=ac046158-f6bf-4d37-8e8d-fc51295f4cd1" alt=""><figcaption></figcaption></figure>

**Step 3**\
Enter a name for this group and click the **create group** button:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FW1x41pujFobCYEK2UbrQ%2Fadd%20notification%20group%203%20-%20enter%20name%20and%20create%20grup%20button.png?alt=media&#x26;token=473bbe2b-39f2-4b43-9d62-cf44c97ed489" alt=""><figcaption></figcaption></figure>

...the group is created and details are displayed:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FALDdzXEEJOLGY6KHWhNl%2Fadd%20notification%20group%203a%20-%20details.png?alt=media&#x26;token=220fef52-05a5-4952-8853-4fbf29550790" alt=""><figcaption></figcaption></figure>

**Step 4**\
You can now [add recipients](#adding-recipients-to-a-notification-group) to this group.

## Adding recipients to a notification group

Follow the steps below to add recipients to a notification group.

{% hint style="info" %}
If you are in the process of [adding a new notification group](#adding-a-new-notification-group), go straight to **step 2**.
{% endhint %}

**Step 1**\
Access the **notification groups** page (see [above](#accessing-notification-groups)) and choose to **edit** the required group:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FfeQF8ranekVZSjt6prWQ%2Fedit%20notification%20group.png?alt=media&#x26;token=99a5092f-ccfe-4ba2-8123-bbf04fa3ca4f" alt=""><figcaption></figcaption></figure>

...details for the selected group are displayed:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FHlx6NCuRBGzd3pDkbIzY%2Fedit%20notification%20group%20-%20edit%20page.png?alt=media&#x26;token=9e48a5d7-638f-4030-988b-3ac33c850aef" alt=""><figcaption></figcaption></figure>

**Step 2** \
Move down to the **group recipients** panel and click the **add recipient** button:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FGmeTD4bjPC3khbyTYCPP%2Fadd%20notification%20group%20recipients%201%20-%20select%20button.png?alt=media&#x26;token=7edd1e4d-891e-4a00-b606-0ff781236854" alt=""><figcaption></figcaption></figure>

...the **add recipient** page is displayed:\
\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FZUkM78QpSGFjoo6SHV64%2Fadd%20recipient%20options.png?alt=media\&token=6653c17b-db94-4845-bba6-f4ed9b6f44a8)

**Step 3**\
Add other Patchworks [users associated with your company profile](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/updating-general-details-for-an-existing-user-account), and/or any email addresses, as required.

<details>

<summary>Adding users</summary>

**Step 1**\
Ensure that the **user** radio button is selected, then click the associated dropdown field:\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FXuq87xMcZdPgiWDRcqOJ%2Fadd%20notification%20group%20recipients%202%20-%20add%20user%201.png?alt=media\&token=3a1ff43e-d4df-4076-82ed-d9de1d316fa5)

**Step 2**\
Select the required user from the dropdown list (all [users for your company profile ](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/creating-a-new-user-account-for-your-company-profile)are available):\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F8cJ8V0umJl4LxFsQgwHZ%2Fadd%20notification%20group%20recipients%202%20-%20add%20user%202.png?alt=media\&token=41d35feb-e9bf-4777-a48a-c0133061752b)

**Step 3**\
Click the **add recipient** button to confirm:\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FkugUvXXorno2qGjFU3HX%2Fadd%20notification%20group%20recipients%202%20-%20add%20user%203.png?alt=media\&token=944fb5ff-0c1a-472b-a223-f82870d3ff4d)\
\
**Step 4**\
Repeat for any other users needed.

</details>

<details>

<summary>Adding email addresses</summary>

**Step 1**\
Select the **email** radio button, then enter the required email address and click the **add recipient** button to confirm:\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FWKnGZ5nqIuJRoNVpaEDD%2Fadd%20notification%20group%20recipients%202%20-%20add%20email%201.png?alt=media\&token=9b1bfade-5e6b-4731-9c90-01d75156cbb6)

**Step 2**\
Repeat for any other email recipients needed.

</details>

## Updating an existing notification group

Follow the steps below to update details and/or recipients for an existing notification group:

**Step 1**\
Access the **notification groups** page (see [above](#accessing-notification-groups)) and choose to **edit** the required group:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FfeQF8ranekVZSjt6prWQ%2Fedit%20notification%20group.png?alt=media&#x26;token=99a5092f-ccfe-4ba2-8123-bbf04fa3ca4f" alt=""><figcaption></figcaption></figure>

...details for the selected group are displayed:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FZVsd71c8sdPeVjpqQJc5%2Fedit%20details%20are%20recipients.png?alt=media&#x26;token=cc55d324-2ca3-4cad-96a3-b5d8306e57c3" alt=""><figcaption></figcaption></figure>

**Step 2**\
Update details as required.

<details>

<summary>Changing the  name</summary>

**Step 1**\
Update the **name** field as required, then click the **update group** button:\
\ <img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FDoAI2q9zcC6NBsBYu2ym%2Fchange%20group%20name%201.png?alt=media&#x26;token=ae67f415-d0bf-41de-87b3-86d22ee26f27" alt="" data-size="original"><br>

</details>

<details>

<summary><strong>Removing recipients</strong></summary>

**Step 1**\
Click the **remove** option associated with the user that you wish to remove:\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FkfBnqlPQpqn561iN7i0V%2Fremove%20recipient%201.png?alt=media\&token=45b2301e-c095-4eb9-8991-fd0142415c63)

**Step 2**\
When prompted, confirm that you wish to complete this operation:\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fk5aKsX5KwMZ73Z6ol3oe%2Fremove%20recipient%202.png?alt=media\&token=b3dcdc58-0c2c-48d6-99e1-961bf5e62e65)

</details>

## Removing an existing notification group

Follow the steps below to remove an existing notification group:

**Step 1**\
Access the **notification groups** page (see [above](#accessing-notification-groups)) and choose to **edit** the required group:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FfeQF8ranekVZSjt6prWQ%2Fedit%20notification%20group.png?alt=media&#x26;token=99a5092f-ccfe-4ba2-8123-bbf04fa3ca4f" alt=""><figcaption></figcaption></figure>

**Step 2**\
Select the **delete group** option:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FDNhBExa896cqvbhs5TjJ%2Fdelete%20group.png?alt=media&#x26;token=3baf9839-eed7-49b8-9a2b-3b3791ebabac" alt=""><figcaption></figcaption></figure>

**Step 3**\
When prompted, confirm that you wish to complete this operation:\
\
![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FgkTY3PEulsMuqgbAS00v%2Fdelete%20group%20confirm.png?alt=media\&token=ceb20568-253c-4768-8585-570094df1416)


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