The Client Portal Email Settings enable Client Portal owners to effectively manage email notifications originating from various child applications within the Client Portal. This functionality allows for the selective determination of which types of emails are received, ensuring that users are notified only about the most relevant information, thereby minimizing distractions in their inbox.
Key Highlights #
- Centralized management of email preferences across all child applications.
- Client portal owners can enable or disable email notifications for specific child apps from a single interface.
- Reduction in email overload, leading to more effective communication.
How to Use #
To adjust your email preferences, follow these steps:
- Navigate to the Client Portal tab inside the Memberships section and select the Settings option.
- Click the Email Settings option to begin customizing your email notifications.
- Depending on your access to specific child apps, you will see options to enable or disable notifications for each corresponding app.
- Adjust your preferences according to your needs.
Note: Some email notifications, such as the community invite and certification expiry notifications, are essential and cannot be disabled.
Add Email Template #
You can add an email template within each notification that will automatically be sent to the client when prompted. Click on Default Template, add the template of choice, and Save.
Preview Email #
Use the eye icon to preview the template.
This feature enhances the user experience by allowing users to customize email preferences, resulting in a more personalized experience without unwanted notifications. It also reduces support tickets related to email management, as users can easily control their settings. Furthermore, it increases efficiency by keeping owners informed about relevant activities without the distraction of a cluttered inbox.
Frequently Asked Questions #
Where do I find Client Portal Email Settings? #
Navigate to the Client Portal tab inside the Memberships section, select Settings, then click Email Settings to manage notifications.
What can I control with these settings? #
You can enable or disable email notifications for specific child apps from a single, centralized interface.
Are there notifications I can’t turn off? #
Yes. Some notifications, such as community invites and certification expiry notices, are essential and cannot be disabled.
Can I customize the emails that are sent? #
Yes. You can add an email template within each notification by clicking Default Template, adding your chosen template, and saving.
How do I preview an email template? #
Click the eye icon next to the template to preview how it will appear.
Why use email settings at all? #
They reduce email overload for users, lower support tickets about email management, and keep owners informed of relevant activity without inbox clutter.
