Notifications Overview

What Is It?

Notifications are system-generated alerts for both Platform Users (internal) and Applicants (external). These alerts typically include updates related to submissions, comments, inspections, tasks, and payments.
 

How Does It Work?

There are two levels of notification settings: Organization Notifications and Platform User Notifications.
 

Organization Notifications

These notifications are configured to be sent to internal users. By default, they apply to all agency staff within the organization unless overridden.

Submissions

• New Guide or Application Created
• Application Submitted
• Application Resubmitted
• Status Updates
• Document Uploads*
• Location/Address Changes*
• Project Updates*
• Renewal Window Closed*

Comments and Internal Notes

• New Comments from Applicants
• New Comments from other Platform Users
• New Comments / Internal Notes*

Tasks

• Tasks Assigned to the User
• Due Date Set
• Due Date Coming Soon

Inspections

• New Inspection Requests
• Applicant Help Requests

Help Messages

• Can’t Find Submission Type (Weekly Digest)
• General Help Messages

Subscriptions

• Subscription Preference Updates

Applicant Notifications

These notifications are sent to external users (Applicants). Only users with the roles of Platform Owner, Platform Admin, or Super Admin can configure these settings.

Submissions

• New Guide or Application Created
• Unsubmitted Work Reminders
• Location/Address Changes
• Document Issuance
• Submission Expiring Soon
• Submission Expired
• Submission Expiration Updates
• Submission Voided
• Renewal Window Open
• Renewal Window Closing Soon
• Renewal Window Closed

Comments

• New Comments from Platform Users

Inspections

• Inspection Scheduled
• Inspection Completed

Payments

• Successful Payment
• Refunds

User Notification Settings

When a Platform User selects their name (top right) and chooses Notification Settings, they can customize which alerts they would like to receive.
By default, their preferences will follow the organization’s settings. To override these defaults, the user must disable the toggle next to “Use Organization default settings.”
 

Important Things to Note

• Platform Users can either default to the organization’s notification settings or customize their own (if permitted).
• Notifications marked with an asterisk (*) only apply when a user is subscribed to the relevant submission.
• If a Platform User belongs to a User Group, their notification settings will follow the organization defaults and cannot be customized individually.