How to Configure CommsMobile Email Notifications in the Comms Portal

Overview

Partners can choose which CommsMobile activity emails are sent and who receives them. Set a partner-wide default once, then override it for any individual customer that needs different recipients or notification types.

You need a partner user with admin access to change these settings.

How It Works

Email notifications are configured on two levels:

• Partner level (default): set in Company Information under the General tab. These settings apply to every customer under the partner.
• Customer level (override): set on an individual customer's General tab. By default each customer shows Using partner defaults. Turn off the Use partner defaults toggle to set recipients and notification types for that customer only.

Notification Types

Select any combination of the following events. Each selected event sends an email to every chosen recipient.

Steps to Set Partner Default Notifications

1. Click your name at the bottom of the left-hand menu to open the profile menu, then click Company Information.

Figure 1: Profile menu with Company Information

2. On the General tab, the Information and SFTP Configuration sections are shown. Scroll down the page.

Figure 2: Company Information, General tab

3. Locate the Email Notifications section. It lists the current Recipients and the events under Sends For. Click Edit.

Figure 3: Email Notifications section at partner level

4. Under Recipients, tick each partner user who should receive notifications. Select one or more users.
5. Scroll down in the dialog and select the notification types to send.
6. Click Save.

Figure 4: Selecting recipients for partner default notifications

The saved settings now apply to every customer that uses partner defaults.

Steps to Override Notifications for a Customer

1. Click Customers in the left-hand menu, then open the customer by clicking its name or the open icon under Actions.

Figure 5: Customers list

2. On the customer's General tab, locate Email Notifications under Admin Settings. The badge Using partner defaults confirms the customer currently inherits the partner settings. Click Edit.

Figure 6: Customer General tab showing partner defaults in use

3. Turn off the Use partner defaults toggle. While the toggle is on, the settings are read-only and Save is unavailable.
4. Under Recipients, tick each user who should receive this customer's notifications.
5. Scroll down in the dialog and select the notification types to send for this customer.
6. Click Save.

Figure 7: Customer Email Notifications dialog with the Use partner defaults toggle

This customer now uses its own notification settings. Changes made later at partner level do not affect it.

Revert a Customer to Partner Defaults

1. Open the customer and click Edit in the Email Notifications section.
2. Turn on the Use partner defaults toggle.
3. Click Save.

Key Notes

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• Changing Service Features on CommsMobile 2.0 Plans
• CommsMobile 2.0 Plan Change
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