Setting User Email Notifications for System Events

You can configure most users to receive an email notification when Accolade events occur, such as activity and deliverable deadlines. Email notifications about system events allow users to receive notification of changes in the system or upcoming events, without having to login to Accolade to check the status of their projects. You can select to notify users about events immediately or on specific days each week.

Notifications are not distributed to all users. See Email Notification Distribution Reference.

To set email notifications for one or more user:

1. From the System menu, select Security & Groups > User Admin.

To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field by selecting one or more of the following options and clicking Search. More...
• Selecting a Function in the drop-down will display available users that are assigned to the function.
• Select a Group By option to arrange the user list by roles, functions, resource pools, or access groups.
• Click More options check box displays or hides the additional filter options.
• In the Active/Inactive drop-down, select to filter users by active and inactive status from the following options:
• Active Users Only - excludes inactive users.
• Show All Users - displays active and inactive users.
• Inactive Users - displays only users marked as inactive. Inactive status is indicated with grey italics.
• In the Roles drop-down, select a specific role to apply to filter the user list.
2. In the Users list, click the name of the user to open the user details for editing .
3. Select the Email Notifications tab.
4. Select when to send emails to the users:

• To provide the users with scheduled emails - Select one or more days of the week in the Send me emails every row and one or more events in the On Selected Days column. Emails are sent at midnight before the selected days and include a report about the selected events. You must select at least one day of the week and at least one event in the On Selected Days column for the report to send.
• To provide the users with immediate notifications - Select one or more check boxes in the Immediately column.

It is possible to send both an immediate notification and a scheduled notification about the same event.

If you are modifying settings for multiple users, some settings may be different for different users in the group. Check boxes with different values display with a blue filled in center . Click the check box once to clear it for all users and a second time to select it for all users.

5. To limit the stages for which assignment notifications are sent, select one or more stage selections in the Send notifications for assignments in options.

For example, if your deliverable and activity owners only want to receive notifications for their assignments in the current stage of a project, select Current Stage and ensure the Past Stages and Future Stages options are cleared.

6. At the bottom of the event list, select whether to send emails in either plain text or HTML format.
7. Click Save to save your changes.

Notes:    The Number of days before...is due events occur at midnight before the relevant day, and any immediate notifications for them are sent out then. The events for the late notifications, such as Deliverable is late, occur at midnight after the relevant day, and any “immediate” notifications are sent out then. Set users with the Document Reviewer user role to receive a notification that a deliverable is ready for their review, as that notification alerts them that their workflow action has started. Emails to users set as Restricted Team Members do not contain any project links that emails to other roles or assignments because of a Restricted Team Member's limited navigation ability within Accolade.