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User Assignment Notifications

When users are assigned a document by any other user, they will now receive confirmation via email

Notification of document assignment


This new feature will allow greater oversight of the assignment of documents across their account by notifying users when an RFQ or Purchase Order document has been assigned to them by another user or an administrator.

🌟 Note: By default these notifications are switched off. If you want to be notified each time a document is assigned to you, follow the instructions below to turn it on

This new notification setting can be switched on or off by the user themselves, simply by clicking the User Profile Settings button in the lower left corner of the screen

 

User Settings

This new notification setting can be switched on or off by the user themselves, simply by clicking the User Profile Settings button in the top right of the screen


Notification Preferences


On your user settings screen, you will see a new card titled 'Notification preferences', tap that to bring up a draw to the right hand side of your screen.


Set your preference

In the draw you can now check the box next to the setting of your choice. Presently we have the following settings:

  • 'Get notified when you're assigned a document' - (You will receive a notification when someone else assigns you a document)

  • 'Reminders alerts for documents you're assigned to' - (When buyers send a reminder for documents assigned to you, you will receive a notification)


Once you have done this, tap 'Save' and you will be returned to your profile settings screen.


If you no longer want to receive these notifications, you can switch them off by simply unchecking the box and tapping 'Save'

🌟 Note: Don't expect to receive a notification if you assign a document to yourself as we assume you will remember that you've assigned yourself a document and don't need to be told about it 😉