Configure Notifications

This page provides information about email notifications and how to configure them.

Context

• The Pliant platform triggers numerous email notifications based on events.
• Most emails are sent to individuals (e.g., owners, admins, cardholders). These are referred to as User Emails.
• Some email notifications are sent to generic, configurable email addresses on the platform (e.g., billing email, email forwarding). These are referred to as Platform Emails.

Scope

• With our extensive set of callbacks, you can implement your own notifications.
• To avoid sending duplicate notifications, you can configure (turn on/off) notifications sent by the Pliant platform.
• Notifications can be customized based on:
  • The email template (e.g., monthly limit of organization reached, card request created).
  • The role of the recipient within Pliant (e.g., admin, owner, cardholder).
  • The type of the recipient (embedded vs. non-embedded).

Important Remarks

Consumers of the Partner API can configure:

• ✅ User Emails: Configurable via notification settings.
• ✅ Platform Emails (Receipt Forwarding): Configurable via partner settings and the app.

Consumers of the Partner API cannot configure:

• ❌ Platform Emails (Risk & Compliance): Includes onboarding-related emails.
• ❌ Platform Emails (Payments & Statements).
• ❌ Internal Emails (Onboarding).
• ❌ Internal Emails (Miscellaneous).

👍

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

📘

Note: Once you start configuring notifications, the in-app user-specific configuration on the profile page within Pliant becomes invalid.