Email Preferences and Notifications

You can configure the triggers that send emails to a client manager. For the user record, the Email Preferences section allows you to activate or deactivate the conditions that trigger an email notification. For more information about configuring preferences, see Modify User Email Preferences.

These settings are dependent on the email notification configuration for the client organization or operational unit. For example, if an email type trigger is disabled for a client organization, it does not trigger for the user, even if the trigger is set to active on the user record. For more information about configuring emails for a client organization, see Email Templates.

The preferences are categorized by condition (requisition, approval, and so on).

The preferences also allow you to configure the email for delegate client managers associated to the client manager record.

Email notifications associated with the notes functionality in the application can also be controlled at the user level. In the Email Notifications Settings section, you can enable or disable notifications when notes or comments are added and not read for a request, engagement, or on/off boarding items. For more information about this configuration, see Notes and Notifications.

These settings affect unread activity for the entire group of conditions. For example, you cannot disable email notifications for unread comments on a requisition note, but enable notifications when a new note is added to a requisition. For more information about notes configuration, see Notes and Notifications.