How to set up event notifications

You can set up notifications about particular events to be sent via Slack, email or SMS.

Important

To be able to set up and view event notifications, you must be assigned the appropriate permissions displayed in the Event Notifications category.

Important

If you plan to send event notifications in Slack, make sure that your Slack bot is already configured, and the token for its managing is specified in the Bot token field on the System > Settings page (to learn how to obtain a Slack bot token, refer to How to set up a Slack bot).

To set up a notification, do the following:

  1. Navigate to System > Event Notifications, and click +Create in the upper-right corner of the screen.

  2. On the Event Notification screen, fill in the following fields:

  • From the Event drop-down list, select one of the following options:

    • EventLogUserTagged – to receive notifications about the notes and comments which are added on the Event log tab in the client details and for which you are marked as a recipient.

    • TestPassing – to receive notifications about accreditation tests passed by clients (the available channels to deliver notifications of this type are Slack and email).

    • PayoutRequestInitialized – to receive notifications when payout requests are created by clients.

  • In the Description field, enter a short description for the notification.

  • In the User field, specify your email address. Admin users who are assigned the View all notifications permission can specify email addresses of other users apart from their own emails.

  • From the Channels drop-down list, select one or several channels to send notifications. The available channels: slack, email and sms.

  1. Click Save to save the notification settings.