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Notification Rules

Required Role

NOTIFICATION_SYSTEM permission — Global roles only

Notification Rules define the automated triggers that send emails, in-app alerts, and reminders to staff and clients when specific events occur in Agent Manager.

How Rules Work​

Each notification rule defines:

  1. Trigger — the event that fires the notification (e.g. application status changes to "Approved")
  2. Recipients — who receives the notification (assigned agent, client, manager, etc.)
  3. Channel — how it's delivered (email, in-app notification, or both)
  4. Template — the email or notification message content
  5. Delay — whether to send immediately or after a delay (e.g. 24 hours before a deadline)

Common Notification Rules​

TriggerDefault Recipients
New application createdAssigned agent
Application status changedAssigned agent + client
Document uploaded by clientAssigned agent
Document rejectedClient
Follow-up due todayAssigned agent
Follow-up overdueAssigned agent + branch manager
Agreement signedAssigned agent
Leave request submittedManager
Leave request approved/rejectedRequesting staff member
New announcement publishedAll staff

Creating a Rule​

  1. Click New Rule
  2. Select the trigger event from the dropdown
  3. Choose recipients (roles, specific users, or the client)
  4. Select the delivery channel
  5. Assign an email template (from Email Templates)
  6. Set any delay conditions
  7. Toggle the rule Active
  8. Click Save

Enabling/Disabling Rules​

Toggle any rule on or off without deleting it. This is useful for temporarily disabling a rule during testing or holidays.