Set up and manage contract and claim handler email notifications

Set up and manage contract and claim handler email notifications

Learn how to set up email notifications for contract and claim product events for your internal users. Link an email address for contract actions and another for claim actions. 
Permission required: Users with the Settings permission can access this configuration.
We recommend creating email groups with your email provider so that multiple people can receive these notifications. 
Contract handler: Receives all contract event notifications.
Claim handler: Receives all claim event notifications.

Step 1: Create a user profile with a preferred email address for handler notifications

Note: If you already have a user with the desired email address, skip to step 2.
  1. Go to Settings, select Manage Users.
  2. Select + Add User located at the bottom of the user list.
  3. A form will appear where you can enter details:
    1. Role: Select the Admin role.
    2. Full Name: Enter a name for the event.
    3. Email: Provide the email address for the event notification.
    4. Phone: Input the phone number.
  4. Save changes.

Step 2: Add the email address for contract or claim handler event notifications

  1. Go to Settings.
  2. Select Misc Settings.
  3. Identify the Member Event Configuration (Provider Email Notifications) section.
  4. Select Change Handler and search for the email address you want to associate with the handler group.

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