Notifications email your team when a client does something, such as finishing onboarding, completing a form or sending a file. Each one has its own switch and its own recipients.
In Seamlss: Settings, Notifications.
Open NotificationsSet up a notification #
Switch it on
Use the switch to the left of the notification.
Choose who gets it
Enter one or more email addresses, separated by a semicolon (;). Or tick Account Manager or Partners to send it to the Account Manager or Partner recorded on that client, so each person hears about their own clients.
Test it
Select Test. A test sends even when the notification is switched off, so it proves the address works. Check the switch as well.
The most common mistake. A notification switched on with no recipient reaches nobody, and nothing on screen tells you.
Which ones to turn on #
Start with the ones that need someone to act. Add the rest as you find you want them.
- Client Completed Request: the work can start.
- Risk Assessment Ready to Complete: a determination is waiting.
- Risk Assessment Flag Raised: something needs a look.
Everything you can be notified about #
Clients #
- Client Completed Onboarding
- Client Completed Identity Verification
- Client Completed Fetch Form Request
- Client Added Entity
- Client Completed Agent Linking
- Client Completed Request
- Client Send File
Leads and ethical clearances #
- Lead Added
- Lead Completed Form
- Ethical Clearance Complete
AML #
- Risk Assessment Flag Raised
- Risk Assessment Ready to Complete
- Risk Assessment Review Due
The three AML notifications also appear under AML, AML Settings. They’re the same settings, so changing one place changes both.
Something not working? #
Nothing arrives
Check the notification is switched on and has a recipient. When notifications don’t arrive has the full checklist.
Only some people get it
The Account Manager and Partners ticks only reach someone if that client has an Account Manager or Partner recorded.
Still stuck? Contact support and tell us what you see.
