Introduction

This page is about e-mail notifications and the ability to configure them.

Context

• Pliant platform triggers lots of email notifications based on events
• Most emails are sent out to individuals (e.g. owners, admins, cardholders). We call them User Emails.
• In some cases, we do send email notifications to generic email addresses that are configurable on the platform (e.g. billing email, email forwarding...). We call them Platform Emails.

Scope

• With our extensive set of callbacks, you are able to implement notifications yourself
• To not send out notifications twice we enable you to configure (= turn off/on) notifications that are sent out by the Plaint Platform
• You are able to define emails based on...
  • email template (e.g. monthly limit of organization reacht, card request created ...)
  • role of the recipient within pliant (e.g. admin, owner, cardholder ...)
  • type of the recipient (embedded vs non-embedded)

Important remarks

Consumers of partner API are able to configure

• ✅ User-Emails (via notification config)
• ✅ Platform-Emails: Receipt forwarding (via partner config & app)

Consumers of partner API are not able to configure

• ❌ Platform-Emails: Risk & Compliance (incl. Onboarding)
• ❌ Platform-Emails: Payments & Statements
• ❌ Internal Emails: Onboarding
• ❌ Internal Emails: Misc

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To change the configuration of user emails please reach out to us in the dedicated Slack channels or via [email protected]

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Once you start configuring notifications the in-app user-specific configuration on the profile page within Pliant is not valid anymore