Notifications Basics

Before creating and maintaining notifications, it's helpful to understand a few things about how notifications are set up. It's also useful to know what the user roles permissions are for setting up notifications.

Navigating the Manage Notifications Page

Use the Filter to narrow down the list of notifications displayed. Click anywhere on the notification data to open the Notification Edit page. The menu provides additional functionality – Send, Copy, Delete – depending on your user role.

Overview of tasks on the Manage Notifications Page

Creating Notifications

It's helpful to understand the basics of how notifications are created and the different options for creating them.

There are five basic tasks to creating a notification: