Email triggers are used throughout the system to automatically send updates at key points for example, during the CQC notification process. These emails help keep users informed of important status changes, such as when an issue is marked as resolved or needs further action.
Edit an email trigger for a role
From the left menu, click Admin.
Under Email Configuration, click Email Trigger Configuration.
Locate the email you want to edit, then click the edit icon next to it
Click the Configure Roles drop-down box.
Click a role to select it, a tick will appear next to it.
Click Save.
Remove email triggers from a role
From the left menu, click Admin.
Under Email Configuration, click Email Trigger Configuration.
Locate the email you want to edit, then click the edit icon next to it
Click the Configure Roles drop-down box.
Click a role with a tick next to it to de-select the tick.
Click Save.
📌Note: Only email triggers with a review type set to false can be configured to send based on user roles.