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Using PassFort

View and manage notifications

Notifications alert you when events have taken place in PassFort that may need your attention.

A notification may be sent just to you, to all members of your team, or to everyone with the appropriate role in PassFort, depending on the type of event. For example:

  • Profile newly assigned to me: A notification is sent to you alone.

  • Profile newly assigned to my team: A notification is sent to all members of the assigned team.

  • Unassigned application is nearing expiry: A notification is sent to all users who have permission to view the product application. See Create, edit, and delete roles.

View notifications

There are two ways to see your notifications:

  • In the PassFort portal

  • As an email

Change your notification preferences to select which of these methods to use for each type of notification.

View notifications in PassFort

Notifications which you have set to see in PassFort are displayed in the notifications pane.

  1. Select the notifications icon Notifications bell icon to view your current notifications in PassFort.

    New notifications are highlighted by a Notifications bell icon with overlaid circle indicating new notifications circle over the icon.

  2. Notifications are shown in an expanded pane. Your most recent notifications are displayed first.

  3. Select a notification to mark it as read, and to navigate to the appropriate screen in PassFort.

    • Selecting a notification about a customer profile opens the related profile in PassFort.

    • Selecting a credit warning notification opens your account balance screen, so you can top up your account.

    • Selecting a notification telling you a report you requested is ready for download downloads a local copy of the report.

  4. Select the read indicator icon next to a notification to toggle the notification status between read/unread.

    Notification message highlighting the read indicator toggle option
  5. To see older notifications, select View all notifications.

    Section of the notifications pane with cursor over the View all notifications link

    This opens the All notifications screen. All notifications that have been sent to you in the last six months appear here.

Receive notifications by email

Email notifications are sent to the email address that you use to log in to PassFort.

Email_notification.png

Select the button link in the email to open the appropriate screen in the PassFort portal.

Email notifications are sent from info@passfort.com.

View all notifications

The All notifications screen shows you all notifications sent to you in the last six months, both in PassFort and by email.

  1. Select the Manage account Manage account icon icon in the PassFort portal and select Notifications.

  2. Notifications from the last six months are displayed. Notifications are sorted by date and time, with your most recent notifications appearing first.

    All_notifications_screen.png
  3. Select a notification to mark it as read, and to navigate to the appropriate screen in PassFort.

Notification preferences

Email notifications are sent by default for the following events:

  • Profile newly assigned to me

  • Profile assigned to me has new PEP/Sanction event

  • Low credit warning

  • No credit warning

  • Someone @mentions me or my team

By default, you'll receive notifications in the PassFort portal for every event, except for the following:

  • Unassigned application needs manual completion

  • Files deleted on a profile

  • Application assigned to me has a new custom expiry date

  • Application has a new custom expiry date

  • Unassigned application has a new custom expiry date

You can change your notification preferences at any time.

Change your notification preferences

  1. Select the Manage account Manage account icon icon in the PassFort portal and select Notifications.

  2. Select Notification preferences from the side menu. All notification events are listed, grouped by the event type (customer profile, account, and personal).

  3. Update your notification preferences for an event.

    • Select In PassFort to receive notifications for an event in the PassFort portal.

    • Select By email to receive email notifications for an event.

    • To stop receiving notifications about an event, deselect In PassFortand By email.

  4. Scroll to the end of the event type section and select Save.

    Notification settings account section with save button enabled.

Notification events

You can choose to be notified about the following events in PassFort:

Customer profile events

Profile assigned to you was approved

Get a notification when a profile assigned to you has been approved automatically or by someone else.

Profile newly assigned to me

Get a notification when a colleague assigns a profile to you.

This notification will not be sent when you assign a profile to yourself.

Profile newly assigned to my team

Get a notification when a colleague assigns a profile to your team.

Profile you assigned has been approved

Get a notification when a profile you assigned to someone else has been approved.

Someone #hashtags a profile assigned to me

Get a notification anytime a colleague mentions a profile assigned to you in a conversation.

Profile assigned to my team has elevated PEP / Sanction status

Get a notification when a profile assigned to your team has an elevated PEP or Sanction status.

Profile assigned to me has new PEP / Sanction event

Get a notification when a profile assigned to you has a new PEP or Sanction event.

Unassigned profile has new PEP / Sanction event

Get a notification when an unassigned profile has a new PEP or Sanction event.

Application assigned to my team is nearing expiry

Get a notification when an application assigned to your team has at least one task which is nearing expiry, meaning the application will expire soon.

Application assigned to me is nearing expiry

Get a notification when an application assigned to you has at least one task which is nearing expiry, meaning the application will expire soon.

Unassigned application is nearing expiry

Get a notification when an unassigned application has at least one task which is nearing expiry, meaning the application will expire soon.

Application assigned to my team needs manual completion

Get a notification when an application assigned to your team needs manual completion. This occurs when all automatic checks have been run, but one or more tasks are incomplete or failed. For the application to progress, the incomplete tasks must be completed manually, or the application must be manually rejected.

Application assigned to me needs manual completion

Get a notification when an application assigned to you needs manual completion. This occurs when all automatic checks have been run, but one or more tasks are incomplete or failed. For the application to progress, the incomplete tasks must be completed manually, or the application must be manually rejected.

Unassigned application needs manual completion

Get a notification when an unassigned application needs manual completion. This occurs when all automatic checks have been run, but one or more tasks are incomplete or failed. For the application to progress, the incomplete tasks must be completed manually, or the application must be manually rejected.

Files deleted on a profile

Get a notification when a file is deleted on a profile.

Application assigned to me has a new custom expiry date

Get a notification when an application assigned to you has a new custom expiry date.

Application has a new custom expiry date

Get a notification when an application has a new custom expiry date.

Application assigned to my team has a new custom expiry date

Get a notification when an application assigned to your team has a new custom expiry date.

Unassigned application has a new custom expiry date

Get a notification when an unassigned application has a new custom expiry date.

Account events

Low credit warning

Get a notification when your account is low on credit.

No credit warning

Get a notification when your account has run out of credit.

Note

When you have low credit or no credit, a banner notification is always displayed in PassFort, so it's not possible to deselect the In PassFort notification option for these events.

Personal events

Someone @mentions me or my team

Get a notification anytime a colleague @mentions your username or your team's name in a profile conversation.

A report I requested completes

Get a notification when an exported report you requested is ready for download.