Default Notifications at Company Level for New Users

By default, in iTWO cx you will receive automatic email notifications when you are sent an iTWO cx form and in the following circumstances:  

• You have been added for INFO on an iTWO cx form
• A response was made on an iTWO cx form that you are listed as an INFO recipient
• You have been added for ACTION on an iTWO cx form
• A response was made on an iTWO cx form that you are listed as an AUTHOR or ACTION recipient
• An iTWO cx form that you have created is LATE
• An iTWO cx form for your ACTION is LATE

The email notification will be automatically sent to your email address registered with your global iTWO cx account. It will appear in your email inbox in the below layout:

You are able to change the type of email notification that you receive and the type of actions for which you receive an email notification in iTWO cx at any time. 

Set Default Notifications for New Users

As an Administrator, you can customise the default notifications a new user added to a project will inherit. 

There are two ways you can do this.

Company Level

If you are a Company Administrator you will be able to configure this at a company level.

1. Go to the Company Details page.

2. Click on the Edit Company Notification Defaults button.

3. Set the notification settings up the way you require a new user to inherit them when they are added to this company.

4. Click Save.

Now when a new user is added to this company on the project they will inherit these settings.  For more information regarding notifications please click here.

Role Level

If you are a  Project Administrator, you can configure these settings for each Project Role in the project.

1. To set this up, go to the Configure module.

2. Click on Modules.

3. Click on Contacts.

4. Click the Edit Notification Defaults button and make the changes as needed and click save.

With this setup, all companies will inherit these settings.