Notifications

This page describes email and in-app (system) notifications for users with the Customer admin role — what they receive, and who is notified when they take action.

ColumnMeaning
EmailNotification to email (Yes, No, or Mixed when receivers differ)
System notificationIn-app notification center (Yes, No, or Mixed)
ReceiversWho is notified when the customer administrator performs the action (sent sections only)
NotesWhat the notification or action is about

You are usually not notified for your own action except where noted (confirmations). Calendar cancellations skip the user who cancelled.

Notifications that a customer administrator receive

Account, users, and security

NotificationEmailSystem notificationNotes
Your system role was changedNoYesYour system-wide role was updated.

Customers and customer accounts

NotificationEmailSystem notificationNotes
Assign or remove as customer administratorYesYesYou were set or removed as administrator for a customer account.
Customer account marked inactiveYesYesYour customer account was marked inactive by a system administrator.
Shared customer account addedYesYesYour account was linked as shared with another customer.
Shared customer account removedYesYesA shared account link to another customer was removed.

On-request applications

NotificationEmailSystem notificationNotes
Application status changedYesYesStatus of your customer’s application changed (not on first submit).
Custom note added (visible to customer)NoYesA custom note was added and marked visible to the customer.

Scheduled course applications

NotificationEmailSystem notificationNotes
Submit course application (you are submitter)YesNoConfirmation that your application was received and awaits approval.
Applicant submits course applicationYesNoAn applicant submitted on your behalf and you did not submit yourself.
Course application approved or rejectedYesYesA service administrator approved or rejected your course application.

Ongoing course applications

NotificationEmailSystem notificationNotes
Submit ongoing application (you are submitter)YesNoConfirmation that your application was received.
Applicant submits ongoing applicationYesNoAn applicant submitted on your behalf.
Ongoing application status changedYesYesStatus changed to processing, accepted, rejected, or waiting list.

Calendar

NotificationEmailSystem notificationNotes
Calendar event cancelledYesYesAn event linked to your application was cancelled.

Follow-ups

NotificationEmailSystem notificationNotes
Follow-up comment created or updatedYesYesSomeone added or edited a comment where customer administrators may participate.

Notifications sent when a customer administrator perform an action

On-request applications

ActionEmailSystem notificationReceiversNotes
Create and submit applicationYesYesService administrators for the serviceThe application moves from draft to submitted. Not notified: applicants.
Add attendee to accepted applicationYesYesConfirmed professional on the applicationAn attendee is added to an already accepted on-request application.
Add custom noteNoYesService administrators; customer administrator if visible; professionals per visibilityA custom note is added (not you as author).

Scheduled course applications

ActionEmailSystem notificationReceiversNotes
Create and submit applicationMixedMixedYou (email only, confirmation); service administrators (email and in-app)A scheduled course application is submitted for approval.
Cancel applicationYesYesService administrators for the course’s serviceA scheduled course application is cancelled.

Ongoing course applications

ActionEmailSystem notificationReceiversNotes
Create and submit applicationMixedMixedYou (email only, confirmation); service administrators (email and in-app)An ongoing course application is submitted for approval.
Add attendee to enrollment (while processing)YesYesProfessional for that course instanceAn attendee is added to an enrollment while the application is in processing.
Remove course instance from application (while processing)YesYesProfessional for the removed instanceA course instance is removed from the application while in processing.
Send ongoing course attendee invitationYesNoAttendee’s user account or email addressAn invitation is sent for someone to participate in an ongoing course.

Customers and customer accounts

ActionEmailSystem notificationReceiversNotes
Add shared customer accountYesYesCustomer administrator of the customer being linkedYour customer account is linked as shared with another customer.
Remove shared customer accountYesYesCustomer administrator of the customer removed from the linkA shared customer account link is removed.

Mentors

ActionEmailSystem notificationReceiversNotes
Add mentor to customerYesYesThe mentor’s user accountA mentor is added to your customer account.
Remove mentor from customerYesYesThe mentor’s user accountA mentor is removed from your customer account.
Create mentor and grant applicant accessNoYesThe mentor’s user accountA mentor is created and granted applicant access (in-app only when applicant role is newly granted).

Calendar

ActionEmailSystem notificationReceiversNotes
Cancel calendar eventYesYesAttendees, mentors, customer administrator, service administrators, professionals (you excluded if you cancelled)A calendar event linked to an application is cancelled.

Follow-ups

ActionEmailSystem notificationReceiversNotes
Create or update follow-up commentYesYesCustomer administrator (if allowed); mentors (if allowed); related professionals (not you as author)A comment is added or edited on a follow-up.