Configure notification preferences
⚠️ Important: Only managers, assistant managers, and administrators can access or request access to the Admin Tool. If you don't have the relevant permission, reach out to your Head Office.
As an Admin you can configure which notifications are sent to your channels by following the steps:
Login to the Admin Tool.
Click Notifications, then click Preferences
You can see the list of all the notification preferences grouped by product areas such as appraisals, checklists, courses, library folders, etc.
Select the area that you need, then click the toggle to send a notification by:
Feed which is the bell icon from our platform.
Email Channel if the users have one against their account.
Mobile which is the push notification either for a branded app or for the Cpl app.
For customers that have enabled specific integrations such as Yapster or Fourth we support the ability to channel notifications through your services.
Click Save.
These are the settings that are enabled for or disabled for a company if the user hasn't specifically decided on some preferences for themselves.
Use of the padlock icon
There is a padlock icon next to each preference.
This icon is significant for admins and determines whether users can customise their notification settings.
In the user settings area, you'll find a similar view without the padlock icon. Users can customize their notification settings here.
Initially, all notifications may be disabled for users by default, reflecting the admin's preferences. Admins can choose to set up by default certain notifications for all users using the padlock feature.
Users can toggle notifications on or off for themselves unless an admin has locked a preference. Admins can unlock preferences if needed by clicking on the icon.