Organization Notification Settings vs. User Notification Settings Overview

What Is It?

By default, notification preferences follow the Organization’s Notification Settings. However, individual Platform Users have the ability to override these defaults and customize their own preferences, unless restricted by their role or user group.
 

How Does It Work?

There are two levels of notification settings:

1. Organization Notifications
2. User Settings

If a Platform User would like to override the organization defaults, they will need to:

• Select their name in the top right corner of the admin portal
• Choose Notification Settings
• Disable the toggle next to Use Organization default settings
• Customize their preferences accordingly

Platform Notifications

These notifications are sent to internal users. By default, they apply to all agency staff unless customized individually.

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

Note: Some of these settings—such as Platform Notification defaults—can only be modified at the organization level by Platform Owners or Clariti Team Members.

Applicant Notifications

These notifications are sent to external users (Applicants). Only Platform Owners, Platform Admins, and Super Admins 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

Important Things to Note

• Platform Users can either default to the organization’s settings or customize their own (if permissions allow).
• Notifications marked with an asterisk (*) only apply when a user is subscribed to the submission.
• If a user is part of a User Group, their notification settings will automatically follow the Organization Notification Settings and cannot be individually customized.