Learn how to control the flow of information with Notification Schemes, ensuring your team stays informed without being overwhelmed by alerts.
Permission Schemes
to control who gets notified when specific actions occur, ensuring the right people get the right information at the right time.
📋 Function
, that determines who gets an alert when a specific action happens to an 🧊 Object
.Recipient
allowed to perform this Action
?”Action
occurs, which Recipients
should be informed about it?”DONE
, but a Notification Scheme can ensure they are always alerted the moment a team member does.
Object
(edits, new messages, etc.) sends a notification to everyone who can view that Object
. Best for small, highly-engaged teams where everyone needs to know everything.Object
sends a notification, but only to the people directly assigned to that Object
(e.g., in the “Assignee” or “Reviewer” fields).Roles
like “Manager” or “Approver”, not every single assignee. Ideal for high-level oversight.Permission Scheme
.
Object
’s Priority
field is set to “Critical”, a notification is automatically sent to the “Senior Leadership” Group
.