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What is the best way to mange how Agents receive internal notifications?

Jason Gorman April 27, 2023

I have added Agents to my project's default notification scheme individually as Single Users. To keep the scheme current, I have to add or remove the users as needed.JSM defaul internal notification scheme no names.png

 

 

I can't recall why I chose to do it this way. Is this in alignment with best practices? Is there a better or more efficient way to do this?

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Brant Schroeder
Community Leader
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April 28, 2023

@Jason Gorman 

Best practices is to use project roles.  You could use user groups like @Kris Dewachter stated but this is not best practice.  If you use user groups you should just be adding those to project roles.  

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Kris Dewachter
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 28, 2023

Hi @Jason Gorman ,

I would suggest to use "Project Roles" in your notification scheme. Like that, whenever you add or remove a team member from a certain role in the "People" setting, they will automatically get the notifications.

Alternatively, you could also use "User groups" in your notification scheme. But that depends on the specific requirements within your company.

Best regards,

Kris

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