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What stages can I set email alerts for?
When creating OnBoarding Types there is the option to configure and receive email alerts
for each stage. The option to turn the alerts off or on is found within each stage (i.e., Data
Collection, Data Approval etc.) As shown below:
If you choose to receive email alerts, they will be sent to the allocated Handler. In the case of
the compliance approval requests, in the final stage of the OnBoarding journey, the
Supervisor, Manager and Director will receive the alerts, as dictated by the risk-based
approval pathway and the permissions applied within the relevant User Group. There are 3
different types of email alert available in compliance approval:
1. An alert to say the onboarding has reached compliance approval
2. An alert for a call to action - approval for the specified role
3. An alert when the onboarding has been approved/rejected
In compliance approval, you can select which users receive each type of alert email: