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When Should I Use This?
Use default notifications when you need to:
Configure the portal’s standard emails for account creation and forgot password
Set up notifications that are high level, tied to the portal and not to a particular program
Provide pre-formatted emails to users when applicants sign up for a program(s) or need to reset passwords
Step-by-Step Instructions
Go to Portal Settings (organization-level settings).
In the left sidebar, select Notifications (alongside Organization, Logo & Images, Branding, and Team).
Click Create Default Notifications.
Confirm the system created the default emails for:
account creation
forgot password
If you need to update a default notification, use Actions (Actions allows editing of the notification).
Common Mistakes to Avoid
Setting expectations that these notifications apply to a single program (default notifications are tied to the portal and not to a particular program).
Skipping Create Default Notifications (the platform instructions specify creating these emails by clicking Create Default Notifications).
Looking for editing controls outside of Actions (Actions is the documented way to edit the notification).
Best Practices for FORWARD Direct Users
Have a System-Assigned Portal Admin complete this setup, since Portal Admins are responsible for creating and editing Portal Notifications.
After you click Create Default Notifications, review both default emails (account creation and forgot password) and use Actions to make updates if needed.
FAQ
Who can create and edit default notifications?
System-Assigned Portal Admins are responsible for managing the portal, including creating and editing Portal Notifications.
Are default notifications tied to a specific program?
No. Default notifications are high level, tied to the portal and not to a particular program.
What do the default notifications cover?
They configure the portal emails for account creation and forgot password so applicants can sign up for a program(s) or reset passwords.
How do I edit a default notification after it’s created?
Use Actions, which allows editing of the notification.
Where do I find Notifications?
Go to Portal Settings (organization-level settings) and select Notifications from the left sidebar.