Automatic notifications

Here is the list of actions that will trigger an email to members:

Login

• Invitation Link to a room: Received when an admin invites a user to a room
• Invitation reminder: Received 3 days after the invite was sent (2 days left) when a user hasn't accepted the invitation to the Sherpany room yet
• Access to Sherpany account was granted: Received if the user granted access to their own account
• Access to Sherpany account was ended: Received if user access to own account was ended
• Password reset: Received when the user requests their password

Voting

• Your vote has been set for the meeting: Received, when an admin/organizer has set the vote on the attendee's behalf
• Your vote is required: digest for multiple votes inside the same meeting Sent daily after the meeting has been published to ready until all votes have been cast email is sent

Warning: management of notifications differs depending on when the members must vote

Minutes

• Your approval has been requested for the minutes: Received when the meeting organizer sends the minutes for approval to the chair
• Minutes have been published: Received when the meeting organizer publishes the approved minutes

Meeting

• Approval needed for agenda: Received when the organizer published the agenda for approval
• Meeting notification: Received, when the organizer 'notifies' the attendees from the agenda panel
• Meeting book ready: Received when the user sets this themselves while they wait for the meeting book to be generated.

Comments

• User mentioned in comment: Received when a user is tagged in a comment. 
• Comment Thread resolved: Received, when a public thread that you were tagged in, or you created, is resolved. 
• A private conversation has started: Received, when an attendee starts a private thread by creating the first comment in a meeting
• Member/Attendee mentioned in a private comment: Received when a user has been mentioned in a private comment
• A new reply to a private comment: Received when there is a new reply in a private comment thread
• Private comment thread resolved: Received, when a private thread that you were tagged in, or you created is resolved.
• A private conversation has started: received by all those involved in such conversation except the thread creator

Contributor

• Request to upload document: Received when the organizer sends out a request to upload documents when creating/editing the meeting

Tasks & decisions

• Decision has been assigned to you: Received when a decision has been assigned by the organizer to the assignee
  
• Your Task has been edited: Received when an assigned task has been edited
• Your Task due date has been edited: Received when an assigned task due date has been edited
• Your Task assignee has been edited: Received when an assigned task assignee has been edited
• Your Task status has been edited: Received when an assigned task status has been edited
• Your decision has been edited: Received when an assigned decision has been edited
• Your decision review date has been edited: Received when an assigned decision review date has been edited
• Your decision assignee has been edited: Received when an assigned decision assignee has been edited
• Your decision status has been edited: Received when an assigned decision status has been edited 
• Reminder: You have a pending Task: received when the deadline for a specific task is

  approaching

• Reminder: You have a pending Decision: received when the deadline for a specific decision is approaching

Here is the list of actions that will trigger an email to admins/editors:

Login

• Security standard changed: Received if the room security settings have been changed by the admin.
• Invitation standard changed: Received if the room invitation settings have been changed by the admin.
• Duration standard changed: Received if the room duration settings have been changed by the admin.

Voting

• All votes have been cast: Received, when all votes have been cast by attendees and the organizer needs to close the vote
• Voting Status: Received daily in the morning from the moment when the admin/editor publishes the meeting in "Ready" state until all votes have been cast and admin/editor receives the "All votes have been cast" email notification.

Minutes

• Minutes have been approved by everyone: Received when all the assignees approve the minutes.

Tasks and decisions

• Reminder: You have a pending Task: received when the deadline for a specific task is

  approaching

• Reminder: You have a pending Decision: received when the deadline for a specific decision is approaching
  
  
  

Comments

• A public conversation has started: Received, when an attendee creates a first comment in a meeting. 

• A private conversation has started: received by all those involved in such

  conversation except the thread creator

• User mentioned in comment: Received when a user is tagged in a comment
  

Contributor

• Documents uploaded: Received when the contributor has uploaded document(s) via the upload link

Publication & agenda

• Meeting publication reminder: Received when the organizer sets this themselves in the meeting creation page
• Agenda approved by everyone: Received when all Attendees who have been requested to approve an agenda have approved it.

Meeting general settings

• Security standard changed: Received if the room security settings have been changed by the admin. In the notification, it should say who made the change.
• Duration standard changed: Received if the room duration settings have been changed by the admin. In the notification, it should say who made the change.
• Invitation standard changed: Received if the room invitation settings have been changed by the admin.
• Invitation link to room: Received when an admin invites a user to a room.

Topic Hub

Receiver: Editors in the "from" and "to" group, Admins

• A new request has been added to a backlog: Received when a new request has been added to a backlog

Receiver: Requestor, Editors in the "from" and "to" group, Admins

• A request has been edited: Received when a user has edited a value on a request.
• A request has been reassigned to another group: Received when a user changed them to group of a request
• A request has been scheduled: Received when a user schedules a request to a meeting
• A request has been unscheduled: Received when a user deletes a scheduled request from the meeting agenda.
• A request is marked as done: Received when the meeting of the scheduled request is over.