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.
| Column | Meaning |
|---|
| Email | Notification to email (Yes, No, or Mixed when receivers differ) |
| System notification | In-app notification center (Yes, No, or Mixed) |
| Receivers | Who is notified when the customer administrator performs the action (sent sections only) |
| Notes | What 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
| Notification | Email | System notification | Notes |
|---|
| Your system role was changed | No | Yes | Your system-wide role was updated. |
Customers and customer accounts
| Notification | Email | System notification | Notes |
|---|
| Assign or remove as customer administrator | Yes | Yes | You were set or removed as administrator for a customer account. |
| Customer account marked inactive | Yes | Yes | Your customer account was marked inactive by a system administrator. |
| Shared customer account added | Yes | Yes | Your account was linked as shared with another customer. |
| Shared customer account removed | Yes | Yes | A shared account link to another customer was removed. |
On-request applications
| Notification | Email | System notification | Notes |
|---|
| Application status changed | Yes | Yes | Status of your customer’s application changed (not on first submit). |
| Custom note added (visible to customer) | No | Yes | A custom note was added and marked visible to the customer. |
Scheduled course applications
| Notification | Email | System notification | Notes |
|---|
| Submit course application (you are submitter) | Yes | No | Confirmation that your application was received and awaits approval. |
| Applicant submits course application | Yes | No | An applicant submitted on your behalf and you did not submit yourself. |
| Course application approved or rejected | Yes | Yes | A service administrator approved or rejected your course application. |
Ongoing course applications
| Notification | Email | System notification | Notes |
|---|
| Submit ongoing application (you are submitter) | Yes | No | Confirmation that your application was received. |
| Applicant submits ongoing application | Yes | No | An applicant submitted on your behalf. |
| Ongoing application status changed | Yes | Yes | Status changed to processing, accepted, rejected, or waiting list. |
Calendar
| Notification | Email | System notification | Notes |
|---|
| Calendar event cancelled | Yes | Yes | An event linked to your application was cancelled. |
Follow-ups
| Notification | Email | System notification | Notes |
|---|
| Follow-up comment created or updated | Yes | Yes | Someone added or edited a comment where customer administrators may participate. |
On-request applications
| Action | Email | System notification | Receivers | Notes |
|---|
| Create and submit application | Yes | Yes | Service administrators for the service | The application moves from draft to submitted. Not notified: applicants. |
| Add attendee to accepted application | Yes | Yes | Confirmed professional on the application | An attendee is added to an already accepted on-request application. |
| Add custom note | No | Yes | Service administrators; customer administrator if visible; professionals per visibility | A custom note is added (not you as author). |
Scheduled course applications
| Action | Email | System notification | Receivers | Notes |
|---|
| Create and submit application | Mixed | Mixed | You (email only, confirmation); service administrators (email and in-app) | A scheduled course application is submitted for approval. |
| Cancel application | Yes | Yes | Service administrators for the course’s service | A scheduled course application is cancelled. |
Ongoing course applications
| Action | Email | System notification | Receivers | Notes |
|---|
| Create and submit application | Mixed | Mixed | You (email only, confirmation); service administrators (email and in-app) | An ongoing course application is submitted for approval. |
| Add attendee to enrollment (while processing) | Yes | Yes | Professional for that course instance | An attendee is added to an enrollment while the application is in processing. |
| Remove course instance from application (while processing) | Yes | Yes | Professional for the removed instance | A course instance is removed from the application while in processing. |
| Send ongoing course attendee invitation | Yes | No | Attendee’s user account or email address | An invitation is sent for someone to participate in an ongoing course. |
Customers and customer accounts
| Action | Email | System notification | Receivers | Notes |
|---|
| Add shared customer account | Yes | Yes | Customer administrator of the customer being linked | Your customer account is linked as shared with another customer. |
| Remove shared customer account | Yes | Yes | Customer administrator of the customer removed from the link | A shared customer account link is removed. |
Mentors
| Action | Email | System notification | Receivers | Notes |
|---|
| Add mentor to customer | Yes | Yes | The mentor’s user account | A mentor is added to your customer account. |
| Remove mentor from customer | Yes | Yes | The mentor’s user account | A mentor is removed from your customer account. |
| Create mentor and grant applicant access | No | Yes | The mentor’s user account | A mentor is created and granted applicant access (in-app only when applicant role is newly granted). |
Calendar
| Action | Email | System notification | Receivers | Notes |
|---|
| Cancel calendar event | Yes | Yes | Attendees, mentors, customer administrator, service administrators, professionals (you excluded if you cancelled) | A calendar event linked to an application is cancelled. |
Follow-ups
| Action | Email | System notification | Receivers | Notes |
|---|
| Create or update follow-up comment | Yes | Yes | Customer administrator (if allowed); mentors (if allowed); related professionals (not you as author) | A comment is added or edited on a follow-up. |
Notification center (email preferences)
You can choose which customer administrator email notifications you receive. Open Notification center from your profile menu (between Profile and Logout).
The page does not list every notification from the tables above. Only notifications that you can control appear here. Other notifications keep their default delivery and cannot be turned off.
You can turn off email for these customer administrator notifications (in-app notifications stay on where applicable):
| Feature area | Notification |
|---|
| On-request applications | Application status changed |
| On-request applications | Custom note added (visible to customer) |
| Scheduled course applications | Submit course application (you are submitter) |
| Scheduled course applications | Applicant submits course application |
| Scheduled course applications | Course application approved or rejected |
| Ongoing course applications | Submit ongoing application (you are submitter) |
| Ongoing course applications | Applicant submits ongoing application |
| Ongoing course applications | Ongoing application status changed |
| Calendar | Calendar event cancelled |
| Follow-ups | Follow-up comment created or updated |
- Controllable notifications are grouped by role and feature area (for example scheduled courses or orders).
- Email toggles control whether you receive an email. Changes are saved immediately.
- System notification toggles show in-app notifications that always stay on; you cannot turn them off.
- Preferences apply to your customer administrator role globally — not per customer organization.
If you also have another role (for example applicant), that role has its own section on the same page.