ADDL005 — Setting Specific Email Alerts for Users

Modified on Thu, 6 Aug at 8:24 AM

Xtrm allows you to configure wallet-specific email alerts tailored to individual user permissions. Email alerts are set per user and per wallet, ensuring the right team members receive timely notifications for relevant transaction activity.

User Roles & Permissions

Role	Alert Permissions
Standard Users	Can configure and manage their own email alerts.
Master Admins, Controllers, & Managers	Can configure email alerts for themselves or on behalf of standard users.

How to Set Up Alerts

1. Open Settings:

Click the settings cog icon located in the top navigation menu.

2. Navigate to Customizations:

Select Customizations from the settings dropdown.

3. Select Email Alerts:

Click on the Email Alert tab.

4. Select User and Wallet:

Choose the target Regional User and specific Wallet ID you wish to configure notifications for.

5. Toggle Preferences:

Review the list of available notifications and toggle individual alerts ON or OFF according to your preferences.

Customizing Alerts

A list of available email alerts will be displayed. These can be toggled on or off based on your preferences for each wallet a user has access to.

Best Practices

Review Periodically: Update notification settings whenever roles change or new wallets are created.
Avoid Notification Fatigue: Only enable critical transaction alerts for active managers to keep inboxes manageable.