Pages for notification and subscription management

For the Notifications functionality to work properly, your portal must have the corresponding pages configured where users can manage subscriptions. After you deploy Xpand Portal, the pages required for managing notification subscriptions are already pre-configured. We recommend using this default configuration, however, you can adjust it according to your needs. 

Overview of pages for notification and subscription management

The default configuration of the pages for subscription management implies that portal administrators, subscription managers, and members with non-administrator roles have a different level of access to notification subscription management. This means that members with the Administrator role as well as subscription managers have more control and have access to additional features:

• End users (members without the Administrator or Subscription Manager role) have the ability to view and manage their direct record-level subscriptions that they opt in directly on a grid or detail page as well as advanced page-level subscriptions created for their member group by administrators or subscription managers. End users cannot view or edit advanced page-level subscription card. Administrators and subscription managers have the ability to hide advanced page-level subscriptions from subscribers. 
• Administrators have the ability to configure advanced page-level subscriptions for member groups, which can include various conditions/filters that must be met for a notification to be sent. Administrators do not manage subscription for individual records (direct subscriptions).
• Subscription managers have the ability to configure advanced page-level subscriptions for member groups as well as their own record-level (direct) subscriptions. Subscription managers do not have administrative permissions for other areas, not related to notification subscription management.

The page configuration for subscription management is separate for administrators and end users (members without the Administrator role). Access for subscription managers is configured through permissions that are specific for that role.

Here is a brief overview of the default configuration for the Notifications functionality:

•  (1) Notifications (Site node >  Account > Notifications) - This node contains all the pages and their elements, required for managing subscriptions.
  • (2) My Notifications - The grid page that displays all personal notifications (filtered by the member) when the members selects the View all action on the notifications pane.
  • (3) Manage subscriptions - This node contains the pages that are required for managing subscriptions, both for administrators (members with the Administrator role), subscription managers, and end users (members without the administrator or Subscription Manager role). The corresponding page is opened from the member menu (Profile > Manage subscriptions).
    • (4) Manage subscriptions (admin) - This layout block contains the grid page where members with the Administrator role manage subscriptions:
      • (5) Page subscriptions - The grid where members with the Administrator role manage advanced page-level subscriptions (subscriptions for pages and are assigned to member group(s), and not just individual members).
    • (6) Manage subscriptions (end users) - This layout block contains the grid page where members without the Administrator role as well as subscription managers manage subscriptions:  
      • (7) Page subscriptions - This grid where members without the Administrator role (end users or subscription managers) can view and manage their subscriptions page-level subscriptions (on condition that the visibility is allowed for their member group) assigned to their role by administrators or subscription managers. In contrast to administrators, end users cannot configure advanced page-level notifications. Access for subscription managers here is managed through permission sets: subscription managers can also create page-level subscriptions for member groups just like administrators.
      • (8) Record subscriptions - This grid where members without the Administrator role (end users or subscription managers) can view and manage all their personal record-level (direct) subscriptions that are added here when end users subscribe to changes on specific records.
  • (9) Setup of subscriptions - This detail page contains the subscription setup card where administrators or subscription managers can created advanced page-level subscriptions and assign them to member group(s).

The default configuration of the pages required for subscription management already has the required filters and settings for each page or page element.

Links to notifications-related pages in the Account node settings

In the Account node settings, on the Related pages tab, ensure that under Notifications, you have the links to the corresponding notifications-related pages configured:

• Notifications
  • Manage notifications page - Specifies the page that is displayed when the member selects a link in the member profile menu to manage their notifications (number 3 on the default configuration example above).
  • Generated notifications page - Specifies the page that is displayed when the member selects a link to view all their notifications (number 2 on the default configuration example above).
  • Subscription cancelation page - Specifies the page that will be opened when the member follows the unsubscribe link in an email notification (number 3 on the default configuration example above).