How to set Members certificate warning
In CloseOut, if you are a PM on a project, you can set the notification that the certificate of a member on your project will expire. Based on your preferences, it would be triggered a certain amount of time before your certificate expire
Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section.
- Log into CloseOut.
- On the top right corner, click your profile icon and choose User Settings.
- In the User Settings section, choose Notification Settings.
- The list of predefined events for which you can configure notifications displays. By switching the toggle button on the Member certificate warning option, you can enable or disable notifications for that event. Hovering over the event and clicking on the three-dot icon, you can choose your preferred way of receiving notifications for a specific event.
PM can set Custom notifications that are triggered on a specific number of days before the expiration day, or for a specific company.
- After turning on the Member certificate warning, on the right side of the screen, click on a + button to create a custom event.
- Enter the name of the custom Member certificate warning and a time value (in days), when the notification will be triggered.
- Check if you require a constant reminder, and chose if you want a notification for users in a specific company.
- Click Save, and choose that channel for the notification about this specific event.