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Notifications Settings

PreviousSend Invites and Assign RolesNextBuild Verification Flows

Last updated 4 months ago

Notifications on our platform keep you informed about critical events, updates, and actions related to applicants' verificaiton flows. By configuring notification settings, you can ensure the right individuals or groups stay informed at the right time.

Notification Setup Options

Application Notifications

These notifications are sent to all users with access to a particular application. These notifications are ideal for ensuring consistent communication across your team for a particular activities within the application. To set up notifications:

  • Navigate to the Applications tab in the platform.

  • Create or Edit an Application.

  • Notification settings are located under the Application Name and Description fields in the application setup form:

  • Set up notifications for the following channels:

Email: Notifications will be sent to users' email addresses you insert into the respective field:

Webhook: Notifications will be sent to a configured webhook endpoint for integration with other systems.

Slack: Notifications will be delivered to a specified Slack channel. You can add one or more Slack channels:

Telegram: Notifications will be sent to a linked Telegram bot or chat:

The activation code for Telegram will only be generated once the settings are saved and reopened in the Edit mode.

  • Once the notification channels are configured, click Save to apply the changes.


Role Notifications

Notifications targeted at users assigned to specific roles. Use this to ensure that individuals in designated roles, such as Compliance Officers or Administrators, receive relevant updates. To set up Role Notifications:

  • Navigate to the Role Management tab in the platform.

  • Create or Edit a Role. Notification settings for roles are available during role creation or editing:

  • Set up notifications for the following channels:

    • Email: Notifications will be sent to users' email addresses (users wit the assigned this role).

    • In-App: Notifications will appear directly inside the platform for users with the assigned role:

  • Slack: Notifications will be delivered to a specified Slack channel.

  • Telegram: Notifications will be sent to a linked Telegram bot or chat.

    • Note: The activation code for Telegram will only be generated once the settings are saved and reopened in the Edit mode.


User Notifications

Individually customized notifications set up for specific users. Perfect for tailoring alerts to an individual’s responsibilities or preferences. To set up Role Notifications:

  • Navigate to the My Profile page:

  • Open it in Editing mode:

  • Set up notifications for the channels. Settings are the same as for the Role:

  • Once the notification channels are configured, click Save to apply the changes.