How to Set Up Notifications for Key Roles

Not every user needs the same notifications. Setting notification preferences by role helps teams stay informed without creating unnecessary noise.

Recommended setup by role

Onboarding

Enable:

• task assignments
• requested app assignments
• custom discovery assignments
• provisioning events
• approval events if relevant

Support Agent

Enable:

• assignment notifications
• approval notifications if relevant
• key workflow notifications related to owned work

Org Admin

Enable:

• important onboarding notifications
• approvals
• provisioning or activation notifications
• selected email notifications for critical events

Executive Viewer

Keep notifications focused on high-value summary or important event categories only.

Steps

1. Open Settings 2. Locate Notification Preferences 3. Review available categories 4. Turn on the categories needed for the role 5. Turn off low-value categories if they create noise

Best practice

Keep email limited to higher-value events and use in-app notifications for day-to-day workflow awareness.