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Enabling Notifications for Policy Declinations in the Policy Hub

The Policy Hub now includes a feature that generates a notification when a user declines to comply with a policy.

Updated over 7 months ago

How to Enable Declination Notifications

  1. Log in to the Management Console > Policy Hub
    ​

  2. Navigate to Notification Settings:

    • Go to Settings > Notifications > Policy Declined Notification.

  3. Turn On the Feature:

    • Toggle the Declination Notifications setting to β€œOn.”

Setting Up Recipients for Policy Declination Notifications

To ensure that policy declination notifications are sent to the correct individuals, you must create and configure a Policy Notification Team(s). This team will receive email alerts when a user declines to comply with a policy.

Step-by-Step Guide: Configuring the Policy Notification Team

1. Access User Management

  • Log in to the LMS.

  • Navigate to User Management > Teams.

2. Create a Policy Notification Team

  1. Click the Add User Team menu option.

  2. On the Add New Team page:

    1. Domain Dropdown: Choose the user staff domain.

    2. Team Key Field: Enter an appropriate name (e.g., "Policy Notification Team").

    3. ​Audience Group:

      1. Leave this blank if the team member should be notified for all users within the selected domain.

      2. If notifications should be limited to a specific group, create and assign an Audience Group with the intended users. The team member will then only receive notifications related to users in that group.

  3. Offline Activity Team?: Leave as No.

  4. Is Policy Notification Team?: Ensure this field is set to Yes.

  5. Status: Select Live.

  6. Event Team?: Leave as No.

  7. Offline Activity Team?: Leave as No

  8. Is Policy Notification Team?: Ensure this field is set to Yes

  9. Status: Select Live.

  10. Click the Add button to save the new team.

3. Verify the New Team

  1. Click the Search Teams menu option.

  2. Click the Search button to display all teams.

  3. Locate your newly created team in the search results.

4. Add Team Members

  1. In the search results, click the Edit button for the new policy notification team.

  2. In the Add Team Member to: section:

    • Enter the recipient's work email address in the Email field. (please ensure the person you are adding to the Team has an account on the system and has no duplicate email accounts on the system).

    • Click the Add Member button.

  3. Verify that the recipient appears in the Team Members section of the page.

NOTE: If you think you have the incorrect permissions, please contact your company admin or Customer success manager at [email protected].

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