Notification Schemes allow you to receive email notification when a specific action takes place within The Layer.

Administrators can configure notifications for an individual user from Settings - Users.

From here, select the desired user record, then click the Communication tab under Edit.

You can see a range of events that support the triggering of email notifications.

Currently, enabling a notification will sign you up to receive notifications for all records e.g. customers, sales orders. The exceptions to this are sales order notifications - please see the next section.


Sales Order Notifications

Sales order notifications offer additional configuration options.

Notifications for your own sales orders

You can choose to only receive notifications for sales order when you are one of the following:

  • sales order owner

  • sales order connector

  • customer owner

This is done by ticking the box on the left-hand side under Selected.

Example use case: a customer owner can tick this box to see notifications for all sales orders for that customer account.

Notifications for a team's sales orders

You may also elect to receive notifications for one or more teams. Selecting a team from the menu will mean that you receive notifications when the sales order owner, sales order connector, or sales order customer is a member of that team.

This may be useful, for example, for a team leader who wishes to receive updates for sales orders belonging to their team.

You must check the first box before you can enable team notifications.

Example use case: a sales team leader can select their team here to receive notifications for all of their team's sales orders.

Notifications for all sales orders

Ticking the box on the right, under the All header, will mean that you receive notifications for all sales orders.

Only one notification will be received, even if you meet multiple criteria.

You must check the first box before you can enable team notifications, and you cannot enable team / all notification options at the same time.

Example use case: a sales manager can receive a notification when any sales order is updated.

Suppressing notifications for your own updates

The Suppress Own Updates box can be checked against any sales order event. Doing so will mean that you will not receive a notification for actions that you carried out.


Advanced: Updating notification preferences with Data Manager

Data Manager users can update notification preferences. While it will be quicker to manually configure settings for an individual or small group of users, if you wish to make updates in bulk, this method may be beneficial.

There are two types of inserts relating to notification schemes.

Notification Scheme Memberships

Perform an upload of this type in order to enable notifications for a user.

  • Notification Scheme - use the name as it appears in Settings.

  • Notify All - Sales order events only - enter TRUE to enable updates for all sales order. Ignore this column for non-sales order events.

  • Suppress My Updates - Sales order events only - enter TRUE to suppress user's own updates. Ignore this column for non-sales order events.

  • Username - enter a single username.

Notification Scheme Memberships Teams - Sales order events only

Perform an upload of this type in order to enable team notifications for a user. Each line should be for one team and one user only.

The above import would enable Sales Order Note Added notifications for user rcarrel for orders relating to Sales Team 1 and Sales Team 2.

It would also enable Sales Order Owner Change notifications for user rcarrel for orders relating to Sales Team 1 and Sales Team 2.

Additionally, it would enable Sales Order Owner Change notifications for user aford for orders relating to Sales Team 1.

Finally, it would enable Sales Order Owner Change notifications for user sjones for orders relating to Sales Team 2.

Note - performing an import of this type would not remove any existing teams selected in the drop-down. This must be done manually.

Did this answer your question?