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Notification groups

Introduction
Notification groups are used to define groups of users to receive email notifications from Patchworks - for example, sync failure alerts.
This page explains how to view, add and manage notification groups for your company.
Your user account must be associated with client admin privileges to access notification groups. 
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:
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Step 2
Select notification groups:
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...the notification groups page is displayed:
...from here you can choose to add a new notification group or edit 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).
Step 2
Click the add notification group button:

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...the group details page is displayed:
Step 3
Enter a name for this group and click the create group button:
...the group is created and details are displayed:
Step 4
You can now add recipients to this group.
Adding recipients to a notification group
Follow the steps below to add recipients to a notification group.
If you are in the process of adding a new notification group, go straight to step 2.
Step 1
Access the notification groups page (see above) and choose to edit the required group:
...details for the selected group are displayed:
Step 2 
Move down to the group recipients panel and click the add recipient button:
...the add recipient page is displayed:

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Step 3
Add other Patchworks users associated with your company profile, and/or any email addresses, as required.
Adding users
Step 1
Ensure that the user radio button is selected, then click the associated dropdown field:
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Step 2
Select the required user from the dropdown list (all users for your company profile are available):
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Step 3
Click the add recipient button to confirm:


Step 4
Repeat for any other users needed.
Adding email addresses
Step 1
Select the email radio button, then enter the required email address and click the add recipient button to confirm:
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Step 2
Repeat for any other email recipients needed.
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) and choose to edit the required group:
...details for the selected group are displayed:
Step 2
Update details as required.
Changing the  name
Step 1
Update the name field as required, then click the update group button:



Removing recipients
Step 1
Click the remove option associated with the user that you wish to remove:
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Step 2
When prompted, confirm that you wish to complete this operation:
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Removing an existing notification group
Follow the steps below to remove an existing notification group:
Step 1
Access the notification groups page (see above) and choose to edit the required group:
Step 2
Select the delete group option:
Step 3
When prompted, confirm that you wish to complete this operation:

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Last modified 4mo ago