Receiving Notifications about Submissions of Custom Information

When these notifications are turned on, selected supplier users will receive emails when a partner creates a submission of a Custom Object (custom information type) in the partner portal.

If the Custom Object is set up so that submissions require supplier approval, the notification advises the recipient that the submission is awaiting their review.

To turn the notifications on:

1. Click   > Settings > System Messaging > Notifications.
2. Click the row for the required Custom Object, or choose Custom Object (All) to set the notification recipients for submissions of all Custom Objects.

3. A list of all Administrator and CAM users associated with your Supplier account is presented. Activate the toggle next to each user you would like to receive the submission notifications. Click Save once all desired users have been added.

   Please note: when CAM filtering is enabled for a user, the CAM will only receive messages relevant to their specified partners.

4. Email notifications include relevant details and a link to the appropriate Unifyr Admin page to review the submission.

Notes:

• Notifications can be sent to users of role Administrator or Channel Account Manager.
• A notification is sent when a Custom Object is first submitted, not when it is updated, or approved/rejected.
• Notifications are not sent for submission of Custom Objects made in Unifyr Admin (supplier created).

• The text of the email depends on whether the submission should be approved by you (if the original Custom Object has Require Approval set).

  If the submission needs approval:

  

  If the submission doesn't need approval: