Managing Notification Preferences

Introduction

Manage Notification is a new feature to customise email and portal notification settings. With this feature, you can choose the activities for which you do not want to receive an E-mail or Portal notification.

Setting Email and Portal Notification Preferences

The notification settings can be applied at the user level and it is available in all Sorted portals including Sorted Basic. Below are the steps to set up the notification preferences.

Step 1:- Once you log into your Sorted portal, click on your Profile from the top right corner of the screen. 

Step 2:- We have added a new page- Manage Notifications there, click on it.

Step 3:- You will then be re-directed to the Manage Notifications page. All the checkboxes on the page will be default selected which means all email and portal notifications will be On by default. You can remove the checkbox selection of those activities for which you do not want to receive the email or postal notification and then click on the save button. 

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Delegating the Email and Portal Notifications by Business Admins

Note:

1. This option is only available to Business Admins. 

2. The notifications can only be delegated to Super Users.

3. A maximum of 3 users can be selected as the notification recipient.

1. For a few activities, only Business Admins receive the notifications (for example- Connect Activities). With this new feature business admins can delegate the email and portal notifications to any other staff so that the selected staff can receive the emails and portal notifications on behalf of the business admin.
   
2. Refer to the below steps to delegate the notifications.

Step 1:- Once you log in to the platform, click on your Profile from the top right corner of the screen. 

Step 2:- We have added a new page with the name Manage Notifications, click on it.

Step 3:- Go to the Change Notification Recipient section which is available below the Manage Notifications section.

Step 4:- Click on the drop-down select the recipient from the appearing list under the Recipient heading and click on the Save button.

Step 5:- The recipients selected in the list will receive an informative email stating the list of activities for which they have been selected as the recipient.

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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