Managing email notifications for specific users and customers
You can manage email notifications that users or customers configure for themselves. See Creating user notification rules. For example, you can view configured notifications to troubleshoot any problems with notifications or inactivate notifications if a team member moves to a different organization and no longer needs to receive emails specific to the work they used to perform. You can also configure email notifications for a specific user and customer.
To configure notifications for multiple users and customers, use system notifications. See Configuring system notifications.
Note: To configure notifications, the user or customer must have an email address specified in their record and email sending must be enabled in the Helix ALM Server Admin Utility. See the server admin utility help for information about enabling email sending.
1. Click the Notify tab when you are adding or editing a global user or customer.
2. Select an item Type.
Note: Notifications are not sent for invalid rules, which are displayed in gray. For example, a rule becomes invalid if the filter used in the rule is deleted. You can edit an invalid rule to correct the problem.
3. Click Add to create a notification rule. See Adding user notification rules.
4. Select a rule and click Edit to change it. See Editing user notification rules.
5. Select a rule and click Inactivate to inactivate it. See Inactivating user notification rules.
6. Select a rule and click Delete to delete it. See Deleting user notification rules.
7. Click Add or OK to save the changes.
