Portal Notifications

The FrankieOne Portal provides a convenient way to review that notification on entity events. The event notification feature provides a quick overview of real-time notifications for time-sensitive entity updates.

This section will walk you through the steps to view notifications, understand their significance, and manage your notification settings within the FrankieOne portal.

Accessing Notifications

To access notification lists, select notificthe ation icon (bell) beside the Profile menu.

The notification list will be displayed.

Notifications occur in real-time and are automatically refreshed in the Portal. This ensures that you receive timely updates for time-sensitive entity changes.

Notification Details

Each notification includes essential information such as:

• Entity (Individual/Organization) name
• Message (Status or Risk)
• Time elapsed since the event occurred
• Unread icon
• Mark as read option

Managing Notifications

Unread Notifications Counter

The notification icon displays a counter to indicate the number of unread notifications. This counter (red dot with number) shows the number of unread notifications in the list. Once you open the list, a blue dot marks the unread notification. This blue dot disappears once you click the notification.

Direct Navigation

Clicking on a notification will direct you to the relevant record in the portal. You can only access entity records to which you have appropriate access.

Mark all as read

To skip reading all notification items, select Mark all as read to mark all items as read and remove the unread marks (blue dot).

Managing Notification settings

You can manage your notification settings by accessing the notification settings page in the Portal.

To access the Notification settings page:

1. Select the Profile menu, then Settings.

   

2. In the Settings page, select the Notifications tab. The Notifications settings are displayed.

   

3. Select or unselect the options you prefer. Your selections will be applied accordingly.

   • Admin users can subscribe to all notifications or just to assigned entities.
   • For real-time notifications, you will start receiving notifications for your selected event types.
   • For batch notifications (daily or weekly), you will receive notifications in bulk with each of the Event notifications sent out by FrankieOne during the selected period.

Email notifications

If you select to receive notifications through your email, please take note of the following:

• You will receive batch notifications on the email address used to register for the Portal.

• Real-time notification is not enabled for email to avoid flooding your inbox with event notifications. You can opt to set the frequency to daily or weekly.

• Daily and weekly notifications are set to be sent at 7:00 AM (based on the timezone configured in portal_misc.features.timezone for the Portal). This means that if you set the notification frequency today, you will start receiving the batch notification the following day.

  

Slack notifications

For Slack notifications, please note the following:

• Your Slack email should be the same as your Portal email.
• Slack workspace admins are the only ones that can approve Slack integration. The approval or flow for connection depends on your Slack workspace policies.

Slack configuration

To enable Slack notifications, connect your Slack account to the FrankieOne Slack app. To do so, go to Settings > Account. Under Integration, select Connect on the Slack row.

You will be prompted to provide permission to the FrankieOne app to access your Slack workspace. Select Allow.

The Slack connection will be activated and the Slack row will display the Disconnect button, in case you need to disconnect from the Slack app.

You will now receive event notification on your Slack from FrankieOne.