Platform Overview
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      Notification Settings

      The Notification Settings feature allows users to manage how they receive updates regarding platform activities. Users can customize notifications for different events via the Dashboard and Email.

      To Access Notifications Settings, follow the steps below:

      1. Click your name in the top right corner.

      2. Then click Notification Settings on the sidebar on the left. 

      3. Enable the notifications you would like to receive in the platform or your email and click save.  

      General Notifications

      These notifications apply to all users and inform you of key activities related to cases, entities, and monitoring.

      1.  An Entity Has Been Created: Alerts you when a new entity has been added to the platform.
      2. A Case Has Been Created: Notifies you when a new case is created in the platform.
      3. An RCU Request Has Been Received: Informs you when a Request for Client Update (RCU) has been submitted.
      4. A KYC Refresh Date Has Arrived: This reminds you that a KYC refresh is due.
      5. An Entity Assigned to You Has a New Issue: Alerts you when an entity you are responsible for has a new issue.
      6. A Case Assigned to You Has a New Issue: This notifies you of a new issue within a case assigned to you.
      7. An Entity Has Been Assigned to You: Notifies you when a new entity is assigned to you.
      8. A Case Has Been Assigned to You: Alerts you when a new case has been assigned to you.
      9. Ongoing Monitoring Has Expired for a Case Assigned to You: This informs you that ongoing monitoring for a case has expired, and a new case needs to be created.
      10. A Team Member Mentioned You in a Comment: Notifies you when a colleague tags you in a comment.
      11. Ongoing Monitoring Expiry Reminder: Reminds you that a case with ongoing monitoring enabled will expire in 3 days.

      Admin Notifications

      These notifications are specific to administrators who manage entities and cases.

      1. An Entity Has Been Deleted: Notifies admins when an entity is deleted.
      2. Ask to Approve or Reject Deletion of Entity: Requests admin approval for entity deletion. 
      3. A Case Has Been Deleted: Notifies admins when a case is deleted.
      4. Ask to Approve or Reject Deletion of Case: Requests admin approval for case deletion.

      Important Note for Admins

      If there is more than one admin in the system, the first admin to take action on a deletion request (approve or reject) is the one whose decision the system will save. Other admins will no longer see the request once it has been processed.