Configuring Notifications in Prism

Notifications are a crucial component of your Prism configuration, enabling various users to stay informed about progress and updates. This guide will walk you through the process of setting up and managing notifications effectively.

Introduction to Prism notifications
Notification configuration levels
- Account level
- Property level
Account-level configurations
- Default roles (Assignee, Followers, Insurance Contact, Tenant)
- Reviewing and editing notification settings
- Creating custom roles
- Adding users to custom roles
Property-level configurations
- Overriding account-level notifications
- Adjusting notifications for specific properties
Additional resources for module-specific notification configuration
- Links to detailed guides for various modules (Work Orders, Files and Records, Insurance, etc.)

Notification Configuration Levels:

Notifications can be configured at two levels:

Account level: Access through 'Admin' > Roles

Property level: Access through 'My Properties' > Select Property > Notifications tab

Account-level Configurations:

1. Click on Admin > Roles to review existing notification roles.

There are four default Roles within Prism: Assignee, Followers, Insurance Contact, and Tenant.

Assignee: The User who is assigned the Work Order, Preventive Maintenance or Inspection.

Followers: Any User who has chosen to follow a Work Order or Incident. Additionally, the "Requested For" Contact on a Work Order is automatically a Follower of that Work Order.

Insurance Contact: The User selected within an individual Certificate of Insurance (COI), who will receive notifications for any changes to that COI. (Note: Insurance must be an active module within the Account.)

Tenant: The User who submitted the Work Order.

Note: Users not being part of any of the default roles won't be able to receive notifications unless added to a custom role at the property level.

2. To review or edit a Role's notification settings, click the blue name of the notification role

3. Ensure the toggle to the left is blue (on) for the module you would like to get notified for:

Settings interface for a custom role named "Vendor" with toggles for "Work Orders" and "Files and Records."

4. Select what triggers a notification for that specific module by checking the boxes under Event Notifications.

Screenshot of a software interface showing event notification options for work orders, including various statuses and actions.

5. Click "Save Role" to apply changes

6. If you'd like to add a new custom role, you can click "Add Role" on the top right.

7. To add users to these custom roles, navigate to My Properties. Then, select the relevant properties you'd like to set up notifications for. Then click "Add Contacts" > select notification role and user > Save.

Alternatively, you can click into a property to review all the users who are set up with notifications currently. You can also remove users from notification roles here.

If you click "Add Contact" here, you can add users to a notification role as well.

Overriding Notifications on the Property Level

If there are notifications configured for the account, but you'd like the configurations to differ per property, you can override the account-level configurations.

You can do this by navigating to My Properties > Select relevant property > Notifications.

Then, you can toggle on "Override default notification configuration from management company" to override the account-level configurations.