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Administrator Guide
Last Updated: 2025-01-31
Create Notification Groups in Settings

Create Notification Groups in Settings

Notification groups enable you to customize the recipients of a notification. You can select recipients by role or role tags, as well as individually by name or email. Example: Five finance approvers want to see when an invoice is submitted. You can add all 5 to a notification group to receive a notification each time this occurs.
  1. From the header, select
    More
    Company Settings
    .
  2. From the
    Communication
     section, click
    Notifications
    .
  3. Click the
    Groups
     tab and click
    Create New Group
    .
  4. As you complete the task, consider:
    Option Description
    Group Name
    Displays on the
    Notification Recipient
     page.
    Which organization unit will trigger a notification?
    Limits notifications to a particular organization unit.
    Recipients
    Users added to the group, which can include Users, Roles, Role Tags, and Emails.