How to Change Email and Preview Email Notification Settings

Owned by Former user (Deleted)
Last updated: Aug 23, 2024 by Rebecca David
4 min read

Change Your Notification Settings on One Project

In RIB CX you are able to change your Notification Settings at any time.

1. Click on the Project Tools cog button at the top right of the RIB CX blue menu bar.

2. This will bring up the project tools options. Click on ‘Contact Details’ which is at the top of the Project Tools menu.

3. In your Contact Details page scroll down to the Options section until you see ‘NOTIFICATIONS’.

a) Select Email to receive an email with a link.  

b) Select Preview Email to receive a full preview of the Form to your registered Email.

This option allows you to:

  • Click on the "Open in RIB CX" button which will:
    • If the user is not logged in ask you to provide your login details.  Once you have logged in, the form will be shown on the right-hand side. 
    • If the user is logged in the form will be displayed on the right-hand frame directly.
  • Click on the "Respond"  button and the form will open in a new tab in your web browser.  You can add you comment and submit without logging into RIB CX.
  • Respond to the email (like you would a normal email) this will add your response to the RIB CX form without having to log in.

c) Click Save to apply the changes.

d) When you submit your response, you will get a confirmation message such as the one in screenshot below 

Send Confirmation Email 

This setting relates to Preview Email only.  When this checkbox is ticked and you reply to the preview email from your external email account you will receive a confirmation email stating that your response was successful.  

Example of preview email and the "respond" / "respond all" arrows located in your external email (refer below).

Example of the confirmation email received. 

Apply Notification Settings Across Multiple Projects

1. As a user, you will be able to set your notification settings as required and apply those same settings to all projects that you are registered under. 

2. Note that your registered accounts on multiple projects will need to be associated with the same email address.

3. To do so, set your notification settings to your desired options

4. Then tick the apply to all projects option

5. Click Save


If you untick the Email (or Preview Email) notification for "Added to ACTION on Response or Response while AUTHOR/ACTION" you will only be notified in your To Do List.

Therefore, if you are addressed as an action person on a form that is saved as a Draft, when the Draft is issued it is treated as "Added to ACTION on Response or Response while AUTHOR/ACTION. 


When unticking the Email checkbox RIB CX will give you a warning.  It is recommended that notification where the user has been added to ACTION is set to Email notification as well as ToDo list to ensure you do not miss any critical actionable items. 

 

For more information on Notifications refer to What are RIB CX Notifications.

For more information on Notifications refer to How to Control When you Receive ToDo List Notifications.