This documentation provides instructions on how to integrate notifications with within a functionality.
For example: we We may want to notify a specific set of users about the creation of a new savings account , so that those users can act upon those notifications and take specific actions like approve/activate the savings account.
First of all, let's configure notification for the example above example, then we can take a few more examples to make you comfortable with configuring notifications.
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Every user in an organization has some role associated with themhim/her. To see which role is associated with a user, follow these steps:
- Navigate to Admin >> Users.
- This will display a list of Users. Click on the name of the user whose details you wish want to view (NOTE: you can use the search bar on the top of the page to filter users by name).
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You can see what permissions a role contains by navigating to Admin >> System >> Manage Roles and Permission and then clicking on the name of the role for which you want to see the permissions.
For our example above example, we need the permissions "ACTIVATE SAVINGS ACCOUNT" or "APPROVE SAVINGS ACCOUNT" to be checked for the role of a user who will receive these notifications. Ensure that the user who will receive the notification should also have the permission to read the savings account because they have to activate/approve that savings account.
With this, our notification is configured and the user will be able to receive a notification whenever a new savings account is created. They can then act upon that notification to perform any permitted actions.
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