Notifications – Canopy Collect

Please see below for a list of all Canopy default notifications:

Default Emails

1. Welcome To Canopy

Trigger: Sent on site creation or if a user is invited to the system

Recipient: Site creator or invited user

Contents: Contains a setup password link

2. Reset Password

Trigger: Sent after user selects reset password option on login screen or in user profile

Recipient: Owner of the email given at login or user profile

Contents: Contains a setup password link

3. Assigned As Relationship Owner

Trigger: Sent after a user has been assigned as the relationship owner of a supplier

Recipient: The user who has been assigned as relationship owner

Contents: Contains the assigned supplier's name and a link to the supplier's profile

4. Supplier Status Has Changed

Trigger: Sent after a supplier's authorisation status has changed

Recipient: The relationship owner of the supplier

Contents: Contains the assigned supplier's name, the new status and a link to the supplier's profile

5. Import Uploaded

Trigger: Sent after an import process has been completed

Recipient: The user who started the import process

Contents: Contains the import's status and a link to the import summary

6. Contract Renewal Date Approaching

Trigger: Sent when the renewal date of a contract reaches 30, 60 or 90 days

Recipient: The contract owner

Contents: Contains the supplier name, the contract type (if present), the number of days until the renewal date expires and a link to the contract in the supplier profile

7. Contract Renewal Date Reached

Trigger: Sent when the renewal date of a contract has been reached