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Notifications

Notifications keep users informed about approvals, status changes, and system events. You configure channels, templates, frequency, and digest settings from a single surface.

Who this is for

Admin Content Admin End User

Prerequisites

  • Tenant Admin or Content Admin role
  • Review of Configuration Overview
  • Verified email and integration settings for external channels

Notification channels

Channel Use case Setup required
In-app Real-time alerts inside ValuePact None
Email Detailed updates, invites, digests Verified sender domain
Slack Team channel alerts Slack workspace connected
Microsoft Teams Team channel alerts Teams tenant connected

Templates

Templates define the content of each notification type.

Template Trigger Editable fields
Approval Request Record enters review stage Subject, body, action button text
Status Change Record status updated Subject, body, status label
Digest Scheduled summary Subject, summary format, max items
Escalation Timeout or manual escalation Subject, body, escalation path

Step-by-step: edit a template

  1. Go to Admin > Configuration > Notifications.
  2. Click Templates.
  3. Select a template from the list.
  4. Edit the Subject and Body.
  5. Use the variable picker to insert dynamic values.
  6. Click Preview to send a test.
  7. Click Save.

Frequency and digests

Users can choose how often they receive non-urgent notifications.

Frequency Description
Immediate Send as soon as the event occurs
Hourly Batch and send once per hour
Daily Single digest at a configured time
Weekly Single digest on a chosen day

Step-by-step: set digest defaults

  1. Go to Configuration > Notifications > Digest Settings.
  2. Select the Default Frequency for new users.
  3. Choose the Delivery Time for daily and weekly digests.
  4. Set the Max Items per digest.
  5. Click Save.

User override

Users can override digest settings in My Account > Notifications unless you lock the setting.

Permissions required

Role Permission Scope
Super Admin Configure all notification settings Organization
Tenant Admin Configure all notification settings Organization
Content Admin Edit templates and digest settings Organization
Analyst Set personal notification preferences Own user
Viewer Set personal notification preferences Own user

Limits and guardrails

Limit Email templates cannot exceed 100 KB in size.

Limit Digests support up to 50 items. Older items are linked instead of inlined.

Limit Slack and Microsoft Teams messages are limited to 3,000 characters. Longer content is truncated with a link.

Troubleshooting

Issue: notifications not sending

Cause: The channel is disabled, the user unsubscribed, or the integration token expired. Resolution: Check Configuration > Notifications > Channels. Verify the user preference in User Management. Reauthorize Slack or Teams if the token is expired.

Issue: digest contains old items

Cause: The digest was generated before the items were read, or the frequency is set too low. Resolution: Switch the user to immediate or hourly frequency. Check the digest generation timestamp.

Escalation path

For notification delivery failures at the tenant level:

  1. Check the Delivery Log in Configuration > Notifications.
  2. Verify channel credentials and domain verification.
  3. File a support ticket with the channel type and failure count.
  4. Escalate to #valuepact-ops if no notifications are delivering to any user.