Notification Settings

The Notification Settings tab lets you configure system notifications. Before system notifications can be generated, you must first enable a messaging queue on the MSMQ server that will host the notifications. This queue should be configured as a remote public queue (notifications cannot use remote private queues). You can configure the application so that users will only see their notifications in the application (and not their inbox) or so that users will see their notifications in the application (and in their inbox).

Notifications allow members of your organization to stay informed of changes made to items. Notifications can be displayed to users or they can be sent to users via email. There are four notification types:

Workflow These notifications report the status of workflow transitions in the Workflow tab of the Projects module.
System These notifications are pre-set. System notifications are available for many events associated with the lifecycle of an item.
User These notifications are defined by individual users in the My Notifications tab of the Tools module.
Report Report notifications alert administrators when scheduled services have been completed.

There are two delivery methods for notifications:

Internal Internal notifications are generated and sent by default. Internal notifications are displayed in the navigation toolbar as a notification alert. A notification alert indicates how many notifications a user has. Clicking the notification alert will open the Notifications view, where users can view and work with their notifications.
Email Email notifications can be sent if that preference is configured. When email notifications are enabled, the application will send an email notification along with the internal notification. Email notifications can only be sent to users who have an email address configured. (Email addresses are configured from the Security tab in the System Settings module.) Team members can be allowed to disable their email notifications.

Allowing users to disable email notifications

You can allow users in your organization to disable email notifications. When this option is enabled, team members will be able to choose the Receive Notifications as Emails option when they manage their personal settings.

To allow users to disable their email notifications

From the application toolbar, click Setup, and then select Configuration.
Select the Environment Settings tab.
Select the Notification Settings tab.
Select Allow Users to Disable their Email Notifications.
Click Save.

Configuring notifications

Before users can receive notifications, you must enable a notification queue that is hosted on messaging sever that supports MSMQ. The notification queue should be a remote public queue.

To configure notifications

From the application toolbar, click Setup, and then select Configuration.
Select the Environment Settings tab.
Select the Notification Settings tab.
Enter the name of a server which is hosting email notification queue, the name of the queue, and the default locale.
Click Save.

Disabling email notifications

Application notifications (system notifications) cannot be disabled, but it is possible to enable and disable email notifications.

To disable email notifications

From the application toolbar, click Setup, and then select Configuration.
Select the Environment Settings tab.
Select the Notification Settings tab.
De-select Enable Email Notifications.
Click Save.

Enabling email notifications

After a messaging server and a notification queue have been configured, you can enable email notifications. To do this, you will need to identify the SMTP server address, the port number, specify the default sender, and the default email address from which notifications will be sent.

To enable email notifications

From the application toolbar, click Setup, and then select Configuration.
Select the Environment Settings tab.
Select the Notification Settings tab.
Select Enable Email Notifications. Only users who have an email address entered and the Send Email Notifications option selected from the Users tab of the Security tab can receive email notifications.
Enter the name from whom the email notification is sent.
Enter the email address from whom the email notification is sent.
Enter the address for the SMTP server through which an email notification is sent.
Enter the port through which an email notification is sent.
Click Save.

Enabling SMTP authentication

SMTP authentication can be used to validate the account used to send email notifications to users.

To enable SMTP authentication

From the application toolbar, click Setup, and then select Configuration.
Select the Environment Settings tab.
Select the Notification Settings tab.
Select Use SMTP Authentication.
Enter a user name and password (twice, for verification).
Click Save.