Configure notifications
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
To change the configuration of user emails please reach out to us in the dedicated Slack channels or via [email protected]
Once you start configuring notifications the in-app user-specific configuration on the profile page within Pliant is not valid anymore
Updated about 1 month ago