Settings

Notification roles

Roles are used as abstractions for the notification recipients. Instead of directly assigning a person as responsible for a contract, you assign a person to a role, and a role to a contract. This makes it easier to transfer the responsibility from one person to another.

To create a notification role, you must fill in values in the two input fields at the bottom of the list and click the green button. The first column is the name of the role, and will appear in the dropdown menu in the registration view. In the second column you must assign the person who will receive notifications on behalf of this role. When you choose a person for this column you can select between all persons on your Microsoft 365 tenant, however you will not be able to save if the person you selected does not have access to the SharePoint site. You must create at least one role to use notifications.

Both the name and the person can be edited for a role by pressing the blue button. Notifications that are already sent will not be re-sent if a role is edited, but future notifications on existing contract will be affected by any changes. A role can be deleted by pressing the red button. However be aware that all contracts with the role assigned as responsible will lose its responsible role, and a new responsible must be assigned manually. Because of this, you should be careful about deleting a notification role.