Configure Notifications, Connections & Tags for your Users

Content

• Pre-conditions
• Overview
• Notes

Pre-conditions

• System Level Permission: 'System Administration'

Overview

Platform wide changes can be applied across several functionalities so as generally to apply it to all users.

This article focuses on configuration of the common functionalities across the platform, namely:

• Notifications
• Connections
• Tags

For other functionalities in the Policy Management or Policy Portal modules, please visit their respective articles:

• Policy Management - Configure Document Page and Tasks for your Users
• Policy Portal - Configure Policy Portal for your Users

Notifications

This section is where the default notifications are set for users not yet created.

The master toggle   determines whether all ticked default notifications and toggles for future users are disabled or enabled*.

There are different groups of notification events, characterised by their module:

• Policy Management Email Notifications
• Policy Portal Email Notifications
• System Email Notifications

Within each group, there are different event notifications, and they can have any of the following notification tickboxes:

• Immediately
• Digest - A group of these events are compiled and sent together in one email at a determined time interval that can be set:
  • Day frequency:
    • Daily
    • Weekly
    • Bi-weekly
    • Monthly
    • Never
  • Time of day (intervals of 30 minutes):
    • A user's platform timezone influences when they receive the email.

Notifications Enforcement

This section is where notifications can be set for a set of existing users*:

• All users
• Users that have not logged in before (but do exist)
• Specific users
• Specific user roles:
  • Policy Management:
    • System Administration
    • Document Manager
  • Policy Portal:
    • Portal Manager
    • Portal User
    • Portal Publisher

There are different groups of notification events, characterised by their module:

• Policy Management Email Notifications
• Policy Portal Email Notifications

Within each group, there are different event notifications, and they can have any of the following notification tickboxes:

• Immediately
• Digest - A group of these events are compiled and sent together in one email at a determined time interval that can be set:
  • Day frequency:
    • Daily
    • Weekly
    • Bi-weekly
    • Monthly
    • Never
  • Time of day (intervals of 30 minutes):
    • A user's platform timezone influences when they receive the email.

Connections

Data connections allow users to link documents or specific paragraphs within documents across the platform.
This creates a network of related information, making it easy to navigate and understand the interdependencies between documents or paragraphs.

The master toggle determines whether the ability to manage and view data in Policy Management, as well as view data connections in Policy Management is enabled or disabled*.

• Allow to show on Policy Portal - This toggle determines whether data connections on connected published documents on the Policy Portal show for any of the linked documents when readers open them up.
• Show connection panel on top of the PM document - This panel shows all document connections, so changed and ongoing, as well as the ability to create a new connection.

Tags

Tags help organise information to ease browsing for specific content.

Key benefits of using tags are:

• Owners and Editors can mark content from a predefined set of tags.
• Quickly filter and search for specific related content.
• Enhance data connections between documents by providing a common theme or document relationship/hierarchy.

The master toggle determines whether or not tags can be managed, added/deleted to document/paragraphs and connections, as well as be viewed all across the Policy Management* and Policy Portal modules.

• Allow to show on Policy Portal - Tags added to content in Policy Management module can be toggled to show/hide in Policy Portal.

Notes