2. Notifications

2.1 How you are notified

Channel	What it is	How it is set up
In-app bell	A bell in the top bar with an unread badge (a red count of unread items). The badge is hidden at zero.	Always on
Notifications page	The full list, at /notifications	Always on
Email	A message to your work email	Set up by the system administrators
Browser push	An alert on your device	You turn it on for each device

Every message has a severity: INFO, ACTION, WARNING or CRITICAL.

Delivery happens straight after the event. A retry job at 02:00 UTC tries again anything that failed. SMS is not used for notifications yet.

2.2 Who is told about which event

You only receive a message when you hold the right role and the record is in your scope. Read-only investor users never receive operational alerts.

Event	Who is told
A marketplace request is submitted	The Platform Super Administrator. The applicant gets "Request received".
A finance application decision is needed	Finance Approvers and State Coordinators
An application is waiting in a review stage	Programme Administrators, State Coordinators, Institution Administrators and Finance Entry Officers
A financing case needs action	Programme Administrators, Institution Administrators, Finance Entry Officers and Finance Approvers
A payment waits for checking	Finance Approvers
A payment is prepared	Programme Administrators, Institution Administrators and Finance Entry Officers
A monitoring warning is raised	Programme Administrators, State Coordinators, Monitoring Analysts, Institution Administrators and Finance Approvers. For CRITICAL case warnings, the case team too.
A scheme member applies or registers	Registrars (Client System Administrator, Programme Administrator, State Coordinator)
A scheme redemption is requested	Scheme administrators (Client System Administrator, Programme Administrator)
A staff invitation is accepted	The invitee and the person who sent the invitation
The security policy is changed	The Platform Super Administrator who made the change
A staff message is sent	The people chosen: one person, selected people, a whole role, or all active staff

2.3 The notifications page

Who can use it: every staff member.

Steps

1. Click the bell in the top bar, or open Notifications in the menu.
2. Read the three counters at the top: Unread, All activity and Email and push deliveries.
3. Find the message in the table. The columns are Notification, Message, Channel, Status and Created.
4. Click Open record to go to the record the message is about.
5. Click Mark as read on one row when you have finished with it.
6. Click Mark all read at the top of the page to clear every unread message at once.

What happens next

• The unread badge goes down.
• Messages stay in All activity. Nothing is deleted.
• The Email and push deliveries counter shows that a message really went out. Use it when someone says they never got a message.

Common problems

• The badge is different from the list. Refresh the page. The badge counts unread items only.
• I did not get an email. Check Email and push deliveries. If the status shows a failure, tell the Client System Administrator. The retry job tries again each night.
• I cannot see a message about a record I can open. The message may go to a role you do not hold. Ask the Client System Administrator which roles receive that event.

2.4 Turn on browser alerts for a device

Who can do it: every staff member, for their own device.

Steps

1. Open Notifications.
2. Click Enable alerts in the push control.
3. Allow notifications when the browser asks.
4. To stop alerts on this device, click Turn off.

What happens next: alerts arrive on that device while the browser is running. Each device has its own switch.

Common problems

• There is no Enable alerts button. Your browser may block notifications. Check the site settings in your browser.
• Alerts stopped. Turn alerts off and on again on that device.