Setting who receives matter notifications ensures that the right people receive important notifications for the right matters. This reduces the risk of users missing notifications because they are only receiving relevant notifications.
At the account-level, there is a setting that can be configured to control who receives notifications for your matters. You can choose between two options:
- Owner only - when a matter is created and an owner is allocated to a matter, only that user will receive the notifications for that matter.
- All users who have admin/user access - when a matter is created, any user who has been added to that matter with admin/user access will receive notifications for that matter.
Note: This setting can only be configured by an Account Admin.
To set 'Who should receive notifications for a matter by default?'
- Click on Account > Settings > scroll down to the 'Email settings' section and click to expand.
- Click on Email Alerts> select 'Matter owner only' or 'All users who have admin/user access'
- Scroll down and hit 'Save'.
All new Matters will send notifications based on the selection above. The notifications can be changed for each individual matter when the matter is being created via 'Create a matter', or later, via matter set-up.
Note: If no option has been selected, all new matters will default to the Owner only getting the notifications.