Create a notification policy

To create a notification policy, follow these steps.

1. Start by logging into the Admin Console using an admin account.

2. From the left-hand menu, select Notifications.

3. If this is a new Strivacity instance, then you will only see the default notification policy.

4. To create a new notification policy, select Create.

5. Add a policy name that will be used throughout Strivacity to reference this policy. Once you have entered a name and optionally a Description, a custom Email sender address, or a Sender display name, select Create.

6. After your policy is created, template configuration options will appear.

7. To customize a specific notification template, select the row of the template you wish to edit.

8. When you have finished making any changes, select Save to make changes to the notification template.

9. To learn more about how to assign a policy to an application, see Assigning a policy.

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See Customizing email templates or Customizing SMS templates for more information on the available customization options.

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Modifying an existing policy (for example, by renaming it) may affect how reporting and analytics dashboards display historical data.

Historical data is not deleted, but some dashboards may only display information associated with the current version of a policy.

Before making significant changes to a production policy, consider whether reporting continuity is required for your organization.