Settings

Description

This document outlines the procedures for managing notifications within the Customer Portal.

Settings Management

1. Navigate to the Setting

• Navigate to Settings tab by tapping on Gear button from the top navigation bar.

2. Date Time format

• Select Date and Time format in the drop-down list
• Tap "Save Change" to complete the adjustment

3. Contact Email

• Tap "Edit" button to have a change
• Enter desired emails to receive notifications based on the notification settings below.
• Tap "Save" button to complete the action.

Note: Contact email settings are available for Parent role only.

4. Notification settings

• Toggle each Email and/or In-app notification type to enable the notifications. Note:

  • System removes duplicate recipients if one user qualifies by multiple roles.
  • Only Parent role can enable Low Balance Notification.

5. Role-based notification

• System follow role-based notifications as an attached table.

6. Security settings

• Tap "Change password" and follow the similar steps as in Startup Activation section to change your password
• Toggle ON for MFA to enable MFA function.

Notification Viewing and Interaction

1. Check Title and Content of Notification Include Timestamp

• User receives a notification and Tap on bell icon to views it.
• The title, content, and timestamp are displayed correctly.

2. Mark All as Read

• User has unread notifications and selects "Mark All as Read."
• All notifications are marked as read.

3. Mark a Single Notification as Read

• User has unread notifications
• Tap on three dot menu at a single notification
• Select mark as read.
• The specific notification is marked as read.

4. Delete a Notification

• Tap on three dot menu at a single notification
• Select Delete button
• The notification is removed from the list.

Conclusion

This document provides a structured approach for managing notifications within the Customer Portal, ensuring users can view, interact with, and organize their notifications effectively.