Notifications
The Admin Portal sends you a notification when something needs your attention, for example a payment waiting for your approval, or when something changes on your cases, wallet or payslip.
You only see your own notifications.
Permissions
Set in Role & Permission:
| Item | Permission |
|---|---|
| Bell and its list | No permission needed. Everyone sees their own notifications |
| See Previous Notifications and the Notifications page | Notifications > View |
| The page a notification opens | That page's own permission, for example Payment Approvals > View for the Approval page |
Many notifications are sent to the people whose role has a certain permission, for example everyone who can approve layer 1 of payments. The tables below say who gets each one.
What you are notified about
Approvals waiting for you
You get these if your role can approve the current approval layer. They open the Approval page, on the right tab.
| Notification | When you get it |
|---|---|
| Payment Pending Approval | A payment is recorded, or its first approval is done and it waits for the second |
| Commission Pending Approval | Case, COP or IMS commissions are worked out, or their first approval is done |
| Special Product Commission Pending Approval | A special commission is created, or its first approval is done |
| Payslip Pending Approval | A payslip is created, or its first approval is done. You don't get it for your own payslip |
| Yearly Bonus Pending Approval | A yearly bonus is submitted, or its first approval is done |
| Case Status Pending Approval | A case reaches a status that needs approval. Sent to the case's handler and deal maker if their role can approve case statuses. Opens the case |
| Withdrawal Pending Approval | Someone requests a withdrawal. Sent to everyone who can approve withdrawals, except the person who asked. Opens Withdraw Request |
Your cases
| Notification | Who gets it | When |
|---|---|---|
| Case Status Updated | The case's handler and deal maker | The case moves to a new status, by itself or by hand |
| Case Reminder | The case's handler and deal maker | On the morning of the case's reminder date, for cases that are still Opened Cases or Ready to Submit. Sent once for each reminder date. If you change the date, you get a reminder on the new date |
These open the Case Details.
COP
| Notification | Who gets it | When |
|---|---|---|
| COP Waiting for Runner | Everyone who can assign runners | A COP stock is created |
| Assigned as COP Runner | The runner | You are assigned as the runner of a COP deal |
| COP Photos Pending Review | Everyone who can approve photos | The runner uploads the photos |
| COP Photos Rejected | The runner | The photos are rejected. The reason is in the message |
| COP Waiting to be Closed | Everyone who can close deals | The photos are approved |
These open the COP stock details. See COP Process.
Your wallet and payslip
| Notification | When you get it | Opens |
|---|---|---|
| Commission Distributed | A commission is paid into your wallet | Transaction History |
| Yearly Bonus Distributed | Your yearly bonus is paid into your Annual Bonus Wallet | Transaction History |
| Payslip Approved | Your payslip is fully approved | Your payslip |
| Withdrawal Approved, Withdrawal Rejected, Withdrawal Paid | Your own withdrawal request is approved, rejected or paid | Your withdrawals |
Others
| Notification | Who gets it | When |
|---|---|---|
| Agent Joined | Everyone who can edit users | A new agent registers with a referral link. Opens the new user so you can finish their setup |
| New Customer Created | The customer's agent, or everyone who can reassign customers if the customer has no agent | A customer adds another customer in the Member Portal |
| New Reward Redemption | Everyone who can view reward redemptions | A customer redeems a reward. Opens Point Redemption |
| Probation Ending Soon | Everyone who can edit users, except the user on probation | A user's probation ends in 7 days. Opens the user |
The bell
Click the bell at the top-right of any page to see your latest notifications.
- Red number: how many notifications you haven't read. It updates by itself when a new notification arrives.
- Mark all as read: marks every notification as read.
- Notification: the title, message and time. Unread notifications have a dot. Click one to open the related page; this also marks it as read.
- See Previous Notifications: opens the full list. The bell only shows your latest 6 notifications. You only see this link if your role can view notifications.
tip
To mark a single notification as read without opening it, move your mouse over it, click the … button and choose Mark as read.
The Notifications page
Click See Previous Notifications under the bell to open it.
- Back: returns to the Dashboard.
- Notification: the title and message. Unread notifications have a dot. Click one to open the related page; this also marks it as read.
- Date and time the notification was sent.
- Pages: use Results per page and the page numbers to move through a long list. The newest notifications are shown first.