...
If you are in an organization that sells EverBright financing, we have created default settings based on your user permissions. We have worked with our deal processing team to determine the best set of notifications for each user based on access to various phases of a project, and assigned these relevant notifications to the default settings. If
Default settings
Default settings are the recommended notifications based on your phase permissions. You are able to customize these settings by selecting the "Custom" button above the list of notification types. If you choose to keep the default setting, your notifications will automatically change as your permissions within your organization change.
Customizing notification options
If you want to change which notifications you receive, or specify which types of jobs you want to receive notifications for, click on the "Custom" button above the list of notification types to make individual selections.
Customizing notification options
When customizing your notification settings, there are different levels of notification subscriptions for each type of notification:
- None: no email notifications.
- Assigned Phases Only: only receive email notifications for the phases of the job you are assigned. For example, if you have this notification type selected and you are only assigned to the qualification phase, you will only receive email notifications about credit updates. You will not receive notifications for document or milestone updates.
- All Assigned Jobs: receive notifications for all of your assigned jobs, for any phase.
- All Jobs (manager only): receive notifications for all jobs, for any phase.
To change your notification selections, simply select the notification option you would like for each notification type. Your updates will be saved automatically.
Default settings
...
Onboard Testing Environment Notifications
By default, all notifications coming from the Onboard testing environment will be turned off to eliminate status email notifications while testing jobs. To turn on notifications from Onboard, go to User Settings> My Notifications in the Engine production environment (engine.goeverbright.com).
Click on the toggle button labeled “Receive notifications while testing” to the “on" position. When you are done testing the notifications, toggle the button back to the "off" position.
Notification types
...