Configuring notifications
You can configure the notifications sent from TrustBuilder. In the Admin Portal, go to Notifications Service > Communication.
We are progressively reworking the interface and user experience of our platforms. You may encounter difficulties in using features that are not fully operational. We appreciate your patience as we strive to provide an enhanced experience tailored to your needs.
SUPPORTED
E-mail → use your own e-mail server
Workflow → use a custom workflow sending notifications
CURRENTLY NOT SUPPORTED
E-mail → use TrustBuilder e-mail server
E-mail → use TrustBuilder e-mail server with your own e-mail address domain
Overview
You can configure notifications according to the action performed.
Action | Description |
---|---|
Change Password | Configure notifications received when:
User receives a notification according to predefined e-mail template. This notification type is disabled by default. Note that notification is NOT triggered when:
|
Provision User | Configure notifications for user profile activation. User receives a notification according to predefined template. |
Reset Password | Configure password reset notifications. User receives a notification according to predefined template. |
Verify e-mail | Configure e-mails for e-mail verification. User receives a notification according to predefined e-mail template. |
For each action, you should select:
Channel: the notifications will be sent through the selected channel.
E-mail → the notification channel will be the e-mail. The SMTP should needs to be enabled and properly configured in the e-mail tab.
Workflow → the notifications will be sent based on a workflow. The workflow has to be selected in the Workflow tab.
Template: the selected template will be used to notify the users.
To consult the default templates or create new ones, go to Settings > Edit Templates. Note that default templates are not editable. You can use them as-is or you can use them as base template for your new template.Attribute: the value of the selected attribute defines where the notification will be delivered to send the notification.
Configuration to send e-mail notifications (SMTP server)
You can configure TrustBuilder to use your own SMTP server to send notifications for the actions listed above.
In the Admin Portal, go to Notifications Service > Communication > E-mail tab.
Fill in the form with your SMTP server information:
From* → the value for the FROM field of the e-mails to be sent- Make sure your SMTP allows this e-mail address as a sender.
Host* → The URL or IP address of your SMTP Server
Host certificate → Select a trust certificate from the trust store.
To add a trust certificate, go to Settings > Certificates > Trust Store tab > + Import Trust Certificate.Port* → The port used by the SMTP to connect to the server.
The default is 587 which is a standard SMTP port for secure communications (support TLS natively and STARTTLS)User → The SMTP username
Password → The SMTP password
Check the box to activate e-mail communication at the top of the form.
If you check the “Verify” checkbox then:
Setting or updating a value in an e-mail field triggers a verification e-mail being sent to that e-mail address.
E-mail are only sent to e-mail addresses that are verified (and skipped for the unverified ones), except for the verification action.
Click on Save.
Customize e-mail content
To create your own e-mail template:
in the Admin Portal, go to Settings > Edit Templates > + Add New Template.
Fill in the fields:
Name* → Enter a name for your template.
Base Template → (optional) Select a default template to use it as a base content of your template.
Type* → Select the type of template based on the action it will be associated (refer to the actions listed above)
CHANGE_PASSWORD for “Change Password” action
RESET_PASSWORD for “Reset Password” action
VERIFY_RECIPIENT for “Verify e-mail” action
RESET_PASSWORD for “Provision user“ action
Channel* → Select “e-mail”
Default Local* → Select the default language
Enter the e-mail content. The e-mail should be written in HTML format.
CODE<html> <head> </head> <body> <h1>My e-mail title</h1> My e-mail content "{{my_variable}}" </body> </html>
You can press CTRL+ SPACE to display code completion.
Variables should be inserted as
"{{my_variable}}"
"{{url}}"
→ the URL that is specific to the user and the action to perform"{{recipient}}"
→ the recipient e-mail address"{{password}}"
→ the password value