Configure your users' default communication preferences
Introduction
With the platform administrator rights and the buyer rights , you can define, based on the subscriptions assigned to your users, the types of communications they will receive at the level:
- from the Abraxio platform ( newsletter emails, webinars, release notes)
- tasks (daily or weekly summary of tasks tracked).
- reminders of contract expiry dates for suppliers.
Task Section
In this section, you can define the default daily and weekly subscriptions for users according to their role in a task (requester, manager, observer):
These preferences will apply by default when creating new users.
Three types of emails can be sent per week to users associated with tasks:
- Task Assignment Notification Email ( Real Time )
- Summary email of modified or closed tasks — new ( daily )
- Summary email of overdue, to be processed, to be scheduled, recently processed, recently abandoned tasks ( weekly )
Notification of modified or closed tasks
This daily notification is divided into two parts:
- Closed tasks
- Modified tasks. In the ‘modified tasks’ section, all modified fields are listed, along with the users who made the changes.
Please note:
- A user who decides to receive daily emails as a manager, requester and observer, will only receive a summary email with all the modifications made by third parties, regardless of their role on each of the tasks. On the other hand, if a user has subscribed to the weekly Monday email and the daily email, these two emails remain separate.
- The email on assigned tasks, sent in real time, remains independent and is not merged with any email
- The daily email is sent only on working days (excluding weekends). Changes made between Friday morning and Sunday evening are therefore transmitted in the Monday email.
Abraxio Platform Section
In this section, you can set the default communication preferences for the Abraxio platform for all your users based on their subscription:
These preferences will apply by default when creating new users. Users can then modify them.
By default, only users with a Manager or Project Manager subscription have access to all communications.
Administrators are required to receive Product communications.
Suppliers Section
By default, the ‘Contract Supervisor’ (defined in the Administration > Configuration > Suppliers tab) receives all contract expiry reminders in the weekly email ‘Summary of your contract expiries to be processed’.
This setting allows you to remove the contract supervisor as the recipient of all expiry reminders.
If the setting is disabled, the supervisor will only receive reminders for deadlines where:
- they are responsible for the contract;
- or they have been added as a recipient of deadline reminders.
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