Automatic system notifications in the PARTNERsafe platform.

Where to view all monitoring notifications? #

• In the PARTNERsafe platform left menu click “Monitoring notifications”.
• If necessary, filtering of notifications can be done by selecting a specific client under the “All” dropdown.
• System notifications appear in the following events:
  • Changes in the client’s business registry data;
  • Changes in the sanctions’ status;
  • Expiry of a document;
  • Client survey submission.
• Click the “eye” icon in the notifications table column “Actions” on the necessary notification.

How to mark monitoring notifications as read? #

• In the PARTNERsafe platform left menu click “Monitoring notifications”.
• In order to mark all monitoring notifications as read, click “Mark all as read”.
• In order to mark specific monitoring notifications as read, click the “envelope” icon in the notifications table column “Actions” on the necessary notification.

How to delete monitoring notifications? #

• In the PARTNERsafe platform left menu click “Monitoring notifications”.
• Click “Delete all”.
• In the popup confirm by clicking “Delete all”.

Where to view monitoring notifications of a specific client? #

• In the PARTNERsafe platform left menu click “Client list”.
• Select section “Current clients”.
• Click the “edit” icon in the client table column “Actions” on the necessary client row.
• Select the section “System notifications”.
• Click the “eye” icon in the activities table column “Actions” on the necessary activity log.
• To mark a system notification as read, press the”envelope” icon in the “Actions” column opposite the desired notification.
• To mark all system notifications for a given client as read, press the “Mark all as read” button.
• If you want to delete system notifications for a given client, press the “Delete All” button.

How to enable/disable monitoring notification sending to email, sms or In-app? #

• In the PARTNERsafe platform top right corner click on the dropdown menu with the profile username.
• Select the option “Account”.
• In the “Notifications” section select or unselect the desired notifications.
• Click “Create”.

How to copy, export or print the monitoring notifications list? #

• In the PARTNERsafe platform left menu click “Monitoring notifications”.
• Click one of the buttons: “Copy”, “Export to CSV”, “Export to Excel”, “Save as PDF” or “Print”.