Configure Notifications

Note:

This feature is available in Meridian Portal only.

You can configure email notifications to be sent automatically to affected Meridian Portal users when document revisions are released in the repository or when packages have been acknowledged by their recipients. The messages will be sent to the email address that is registered for the user's Meridian Cloud account.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

Learn how to customize your notification emails.

To configure document release notifications:

  1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon A gear symbol..

    The Account Settings page appears.

  2. In the menu, click Document Settings.

    The Document Settings page appears.

  3. Click the Notification tab to open it.

    The current notification settings appear.

  4. In the toolbar, select a project type from the list for which you want to set its notifications.

    The settings for the selected project type appear.

  5. For each role in the list that you want to configure, click the toggle A toggle which has been enabled. It looks similar to a light switch, and is green. to enable or disable notification.

  6. In the Access Control on Release Documents group, select how you want to provide access by external users to released documents.

    By default, external users (those assigned to the Contractor role) do not have access to see released documents.