How do I Enable and Disable User-Level Notifications?

How do I Enable and Disable User-Level Notifications?

Introduction:

Take control of your notification preferences with user-level customization. This comprehensive guide will walk you through the process of enabling and disabling notifications at the individual user level, providing you with the flexibility to tailor your notification experience to your unique needs.


Access Notification Manager:

  1. Navigate to Notification Manager: Within the user interface, locate the notification manager section.

  2. Click on Bell Icon: Access the notification manager by clicking on the bell icon, where existing notification features are already available.

Access Notification Preferences:

  1. Click on Settings Icon: Within the notification manager interface, locate and click on the settings icon.

  2. Access Notification Preferences: This will direct users to the notification preferences section, where they can customize their notification settings.



Customize Notification Preferences:


  1. Toggle Notification Settings: Within the notification preferences section, users will find a list of modules and corresponding notification options.

  1. Enable or Disable Notifications: Users can individually toggle notification settings for each module based on their preferences. If any module's notification is disabled then it will not show up in the notification preference dropdown.

  1. Bulk Settings: Alternatively, users can select multiple modules and use the toggle button at the top to enable or disable notifications for a group of modules simultaneously.


Understanding Notification Behavior:

  1. Notification Display: Notifications will only be displayed for modules where the notification toggle is enabled.

  1. Dynamic Updates: The count of notifications will be updated dynamically based on the enabled or disabled status of modules.


Permissions Control: 

Next, let's look at implementing competitive association:


  1. Role-Based Permissions: Users' notification preferences are influenced by their role-based permissions.

  2. Module Access: If a user's role does not grant access to certain modules (e.g., opportunities), those modules' notifications and related records will be hidden from the notification manager.


Notifications:

A 'Notification Enabled' column has been added to the users' page. This column provides information about user’s notification settings for all modules. It will indicate whether a user has enabled all notifications, some notifications (Partial), or none, based on their selections in the notification manager.

Email Notifications:
When sharing assets, you will now see a checkbox to send email notifications to the users with whom you shared the assets.



Verifying Changes:
To confirm changes, users can access the notification dropdown menu. This menu will display modules with enabled notifications while hiding those that are disabled.

Conclusion: 

By adhering to these guidelines, organizations can give users the power to effectively manage their notification preferences. This leads to a significant reduction in notification overload, resulting in an enhanced user experience and increased productivity. Moreover, implementing user-level notification management provides a tailored solution that caters to individual preferences, ultimately leading to a more efficient, streamlined, and productive work environment.