Notifications

The section allows you to customize notifications for different roles and access sets.

Please note! When configuring notifications for roles and access types, the existing default settings will be overwritten. To return to the default settings, you must remove the role/access set from the block.

Notification Channels

Connected channels for receiving notifications are displayed here. This section is configured by the Unity team at the broker's request.

By clicking the button with the pencil icon, an admin can configure the availability of the notification channel in different countries:

The Usage field is used to filter notifications for specific countries specified in clients' profiles:

• The Exclude countries option disables channel notifications for profiles from countries selected in the Countries field;
• The Include countries option enables notifications for specific countries from the Countries field.

Role settings

Here you can customize the notifications sent to profiles with a specific role:

Click Add to add a role for customization. You can select one or more existing channels for each of the notification types.

The Sensitive setting is set if the data in the notification should not be displayed to broker staff in the History ➝ Email log section.

To delete one of the notification types or the entire role (and return to default values), click the trash can icon.

Access set settings

Notifications sent to profile members with a specific access set can be customized here:

Click Add to add an access set for customization. You can select one or more existing channels for each of the notification types.

The Sensitive setting is set if the data in the notification should not be displayed to broker staff in the History ➝ Email log section.

To delete one of the notification types or the entire access set (and return to default values), click the trash can icon.

Please note! To apply the changes, you must click the Update button.