Setting up notifications

Notifications live in Settings, in the Notifications panel. Each alert is a row you can turn on, set up, and save on its own.

Who can do this

This needs the Admin role.

Setting up notifications is an admin action. Anyone you list as a recipient gets the email, whatever their role.

Turn on an alert

1. Open Settings and find the Notifications panel.
2. Check the box next to the alert you want (Positive lab result or New submission). The options for that alert appear below it.
3. Under Notify these roles, choose any of Owner, Admin, and Member. Everyone in your organization with a checked role gets the email. (Owner and Admin are on by default.)
4. In Also email, add any addresses that are not members, separated by commas (for example, a regional lead or a partner). This field is optional.
5. Choose Save. You will see Saved when it is stored.

Repeat for the other alert. Turning one on does not affect the other.

Who actually gets the email

Recipients are the union of the roles you checked and the addresses you typed. A person on a checked role who has no email on file is skipped. If, after all that, there is no one to notify, nothing is sent.

Turn an alert off

Uncheck the box for that alert and choose Save. The rule stops sending immediately. Your roles and addresses are kept, so you can turn it back on later without setting it up again.

Related

• Positive lab result alerts
• New submission alerts