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Understanding Standard and Non-standard User Roles

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Info

Users can only be subscribed to the events that appear in the Notifications tab, and not all events are available for all user roles. (For example, only Admins can subscribe to receive 'New User Request' notifications.)

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Notification Options

Here is a breakdown of all available The following table breaks down user notification options and how they are triggered. Unless specifically stated, user role is not considered when determining who receives . Note that unlike permissions, notifications are configured per user rather than per user role. This allows individual staff members who may share a role but do not necessarily want/need the same amount of notifications to specify for which events they want to receive emails.

Except where stated, a specific user role is not a condition for receiving a notification. Instead, most notifications occur based on your subscriptions and then triggering certain meeting a set of conditions (as noted).

Notification Checkbox

Affected By Team Membership?

Conditions for Triggering Notification

Notification

PROJECT > Comment > ☑️ Allow Response

NO

  1. Subscribed to notification.

  2. Your user role is Contributor.

  3. Someone else sets a comment as “Response Enabled.”

Notifies you when a comment has “Response Enabled” activated.

NO

  1. Subscribed to notification.

  2. You did not create the comment.

  3. You previously added a response to the comment’s thread.

  4. Someone else adds another comment response after your comment response.

Notifies you whenever someone else adds another comment response after your comment response.

NO

  1. Subscribed to notification.

  2. You did not create the comment.

  3. You are currently assigned to the comment.

  4. Someone else adds a comment response.

Notifies you whenever someone else adds a comment response.

NO

  1. Subscribed to notification.

  2. You did not create the comment.

  3. You have been assigned to the comment.

Notifies you when you have been assigned to the comment.

NO

  1. Subscribed to notification.

  2. You are currently assigned to the comment.

  3. Your comment assignment is marked “complete” / ”incomplete” by someone else.

Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else.

NO

  1. Subscribed to notification.

  2. You created the comment.

  3. Someone else marks a comment assignment as “complete” / ”incomplete.”

Notifies you when someone else marks a comment assignment as “complete” / ”incomplete.”

PROJECT > Document Assignment > ☑️ Create (Assigned)

NO

  1. Subscribed to notification.

  2. You are listed as the Assignee.

Notifies you whenever a document review assignment is created with you as the Assignee.

PROJECT > Document Assignment > ☑️ Reassigned

NO

  1. Subscribed to notification.

  2. You are listed as the updated Assignee.

Notifies you whenever an existing document review assignment is updated to make you the new Assignee.

PROJECT > Document Assignment > ☑️ Status Updated to Active

NO

  1. Subscribed to notification.

  2. You are a project team member.

  3. An assignment status is changed to any value with the parent status "Active."

Notifies you whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)

PROJECT > Document Assignment > ☑️ Status Updated to Approved

NO

  1. Subscribed to notification.

  2. You are a project team member.

  3. An assignment status is changed to any value with the parent status "Approved."

Notifies you whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)

PROJECT > Document Assignment > ☑️ Status Updated to Canceled

NO

  1. Subscribed to notification.

  2. You are a project team member.

  3. An assignment status is changed to any value with the parent status "Canceled."

Notifies you whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.)

PROJECT > Document Assignment > ☑️ Status Updated to Not Started

NO

  1. Subscribed to notification.

  2. You are a project team member.

  3. An assignment status is changed to any value with the parent status "Not Started."

Notifies you whenever an assignment status is changed to any value with the parent status "Not Started." (Review for these assignments has not yet started.)

PROJECT > Document Assignment > ☑️ Status Updated to Rejected

NO

  1. Subscribed to notification.

  2. You are a project team member.

  3. An assignment status is changed to any value with the parent status "Rejected."

Notifies you whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.)

PROJECT > Project > ☑️ Document Awaiting Intake

NO

  1. Subscribed to notification.

  2. A document is on the Intake tab and requires assignments to be created.

Notifies you whenever a document is on the Intake tab and requires assignments to be created.

PROJECT > Project > ☑️ Status Changed to Cycle Complete

YES

  1. Subscribed to notification.

  2. You are a project team member.

  3. A project status is changed to any value with the parent status "Cycle Complete."

Notifies you whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)

PROJECT > Project > ☑️ Status Changed to Finished

YES

  1. Subscribed to notification.

  2. You are a project team member.

  3. A project status is changed to any value with the parent status "Pass” or “Fail."

Notifies you whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.)

PROJECT > Project > ☑️ Status Changed to On Hold

YES

  1. Subscribed to notification.

  2. You are a project team member.

  3. A project status is changed to any value with the parent status "On Hold."

Notifies you whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.)

PROJECT > Project > ☑️ Status Changed to Open

YES

  1. Subscribed to notification.

  2. You are a project team member.

  3. A project status is changed to any value with the parent status "Open."

Notifies you whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.)

PROJECT > Project > ☑️ Status Changed to Withdrawn

YES

  1. Subscribed to notification.

  2. You are a project team member.

  3. A project status is changed to any value with the parent status "Withdrawn.”

Notifies you whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)

USER > Auth > ☑️ New User Request

NO

  1. Subscribed to notification.

  2. Your user role is Administrator.

  3. Someone requests a new user account from login page.

Notifies Administrators whenever someone requests a new user account from login page.

USER > User Account > ☑️ Create

NO

  1. Subscribed to notification.

  2. Your user role is Administrator.

  3. Someone creates a new user account.

Notifies Administrators whenever someone creates a new user account (either from the Users page or API).

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Note

Note that Project notifications are affected by team membership, meaning they will only trigger for you if you are involved in the project as a project team member.

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