Managing subscriptions

Every portal member has the ability to review, edit, and cancel subscription to changes on portal records or entities in one place.

To manage your subscriptions

  1. Open the member menu in the top right corner of any page, and then select Manage Notifications.

    You can view all subscriptions to changes on portal records or entities that you currently have.

    Each tab represents a different subscription type:
    1. Direct Notifications subscription (the Direct Notifications tab on the example above) – The portal member can manually subscribe to changes on a record on a page where the notifications functionality is enabled.
    2. Template-based subscriptions – These types of subscription are based on a subscription template, which defines which fields will be tracked for changes, what are the conditions for triggering a notification, what the title and body of a notification will include, and whether it will be shown only on the portal, sent by email, or both. Subscriptions based on a template are created and configured in CMS (back end) with the possibility for portal member to create a subscription and edit its settings. Template-based subscriptions include the following subtypes:
      • All Records Notifications subscription (the All Records Notifications tab on the example above) – Portal members subscribe to changes on all records on all pages (in any or certain selected fields), related to a certain portal entity. This type of subscription is enabled after the portal member creates, configures the corresponding settings, and saves the subscription settings from the Manage Notifications window.
      • Date Condition Notifications subscription (the Date Condition Notifications tab on the example above) - Portal members subscribe to changes on a page with the following condition that triggers a notification: the field value in a specified date field(s) must be equal to a specific date. This type of subscription is enabled after the portal member creates, configures the corresponding settings, and saves the subscription settings from the Manage Notifications window.
      • Condition Notifications subscription (the Condition Notifications tab on the example above) - Portal members subscribe to changes on a page with the following condition that triggers a notification: the field value in a specified field(s) meet the specified criteria in the condition. This type of subscription is enabled after the portal member creates, configures the corresponding settings, and saves the subscription settings from the Manage Notifications window.
    3. Group Notifications (the Group Notifications tab on the example above) – This tab all notification subscriptions that were configured to be sent to the members of specific groups (the Notify Groups field on subscription setup card was filled in). Direct, all records, date condition, and condition notification subscriptions can become group notifications. If a notification subscription is configured as a group notification, it will be displayed only on the Group Notifications tab and will not be available on the tab of its corresponding subscription type.
  2. You can create and make various changes to these subscriptions on condition that the corresponding action is allowed and enabled:
    1. Use the  icon to create a new subscription for an entity. The subscription becomes enabled only after you create it, configure its settings, and save it.
    2. Edit subscriptions details using the icon to change subscriptions settings or configure and enable a template-based subscription.
    3. Delete subscriptions by selecting the subscription lines and then selecting the icon.