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Configuring Email Notifications

Learn how to customise email notifications in Custr, including both email content and who receives them.

Updated this week

Overview

Email notifications in Custr can be customised in two ways:

  1. Email content – what the email says

  1. Recipients – who receives the email

These are configured in different areas of the system.


Two Ways to Configure Notifications

1. Customising Email Content

You can edit the wording and content of emails sent by Custr.

This allows you to:

  • Change messaging

  • Add instructions

  • Match your organisation’s tone

Email content is configured within each module.

To edit email content, go to:

Dashboard → Configuration → Settings → Emails

Example: Check-in Notifications

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The employee will receive a notification when they are selected as the host during the check-in process.


2. Controlling Who Receives Emails

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Who receives notifications is controlled by Roles & Permissions

This determines:

  • Which users are notified

  • What types of notifications they receive

  • What access they have within the system

For example:

  • A Reception role may receive visitor alerts

  • A Staff role may receive delivery notifications

An Admin role may receive all notifications


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How These Work Together

To ensure notifications are working correctly:

  • The email content must be configured

  • The correct users must be assigned roles

  • Employees must have:

  • A valid email address

  • Account access (if required)

If one of these is missing, notifications may not work as expected.

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Common Issues

I changed the email, but the wrong person is still receiving it.

This is controlled by Roles & Permissions, not the email content.


No one is receiving notifications

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Check:

  • Email content is configured correctly

  • Employees are assigned the correct role

  • Employees have valid email addresses


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User are not receiving certain notifications

Check:

  • Their assigned role

  • Their permissions

  • Module-specific settings


Next Steps

To understand how notifications are triggered:

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