Email Notifications ================================= This document explains **how email notifications work in Veda Online**, what triggers an email, who receives it, and how users can control notifications easily. -------------------------------------------------- How Email Notifications Work (Quick Summary) -------------------------------------------------- **An email is sent only when:** 1. The notification is enabled in your **User Profile**, **and** 2. The **Email checkbox for that specific action** (if available) is checked. Both conditions must be satisfied. -------------------------------------------------- What Will I Get an Email For? -------------------------------------------------- .. list-table:: Email triggers and recipients :header-rows: 1 :widths: 25 45 30 * - Action you perform - Will you get an email? - Who receives the email * - Sync a model - If Profile + Navigator checkbox are enabled - Only you * - Run (Solve) model - If Profile + Run checkbox are enabled - You + study collaborators * - Process Results - If enabled in User Profile - Only you * - Process Reports - If enabled in User Profile - You + study collaborators -------------------------------------------------- 1. User Profile – Global Email Settings -------------------------------------------------- The **User Profile** acts as the master control for email notifications. **Path:** ``User Profile → Email Notifications tab (/UserProfile.aspx)`` Available Options ----------------- .. figure:: images/email_userprofile.png :alt: Email notification settings in the User Profile :align: center User Profile – Email Notifications - **Navigator Sync** – Emails for model synchronization - **Runs Solve** – Emails when a model run (solve) completes - **Results Created** – Emails when results are processed - **Reports Created** – Emails when reports are processed Important Notes --------------- - These settings apply to **all models** - You must click **Save Settings** for changes to take effect - Saved settings automatically populate Email checkboxes in Navigator and Run Manager -------------------------------------------------- 2. Navigator – Sync Email Checkbox -------------------------------------------------- In the **Navigator** module, an **Email** checkbox is available next to the **Synchronize** button. Behavior -------- .. figure:: images/email_navigator.png :alt: Navigator sync email checkbox :align: center Navigator – Sync email checkbox - Default state comes from your **User Profile** - If unchecked, **no email** is sent for that sync - You can check the box to send email for **this one sync only** Override Clarification ---------------------- - This checkbox **temporarily overrides** the saved profile setting - It does **not permanently change** your User Profile preferences Recipient Rule -------------- - Sync emails are sent **only to the user** - **Model collaborators never receive Sync emails** -------------------------------------------------- 3. Run Manager – Solve Email Checkbox -------------------------------------------------- In the **Run Manager**, an **Email** checkbox is available in Run Settings. Behavior -------- .. figure:: images/email_runmanager.png :alt: Run Manager email checkbox :align: center Run Manager – Email checkbox - Default state comes from your **User Profile** - When checked, an email is sent after the run completes - The email contains **Run Status and Report Status** Override Clarification ---------------------- - You may enable or disable the checkbox for a **specific run only** - This does **not modify** your saved User Profile settings Recipient Rule -------------- Email is sent to: - The user - Study collaborators (only if the study is shared) -------------------------------------------------- 4. Results – Email Behavior -------------------------------------------------- Emails for **Results** are triggered only when results are processed from **Operation Settings**. Key Rules --------- - There is **no Email checkbox** in the Results module - Email behavior is controlled **only by User Profile settings** - Emails are sent **only to the user** - **Study collaborators never receive Results emails** -------------------------------------------------- 5. Reports – Email Behavior -------------------------------------------------- Emails for **Reports** are triggered only when reports are processed from **Operation Settings**. Key Rules --------- - There is **no Email checkbox** in the Reports module - Email behavior is controlled **only by User Profile settings** - Emails are sent to: - The user - Study collaborators -------------------------------------------------- Important Difference: Results vs Reports -------------------------------------------------- +------------------------------+-----------+-----------+ | Feature | Results | Reports | +==============================+===========+===========+ | Email override checkbox | No | No | +------------------------------+-----------+-----------+ | Controlled by User Profile | Yes | Yes | +------------------------------+-----------+-----------+ | Email sent to collaborators | No | Yes | +------------------------------+-----------+-----------+ -------------------------------------------------- 6. Summary – Email Permissions by Module -------------------------------------------------- +----------+------------------------------+------------------------+-------------------------+ | Module | Email sent by default?* | Can change per action? | Sent to collaborators? | +==========+==============================+========================+=========================+ | Sync | Yes (based on profile) | Yes | No | +----------+------------------------------+------------------------+-------------------------+ | Solve | Yes (based on profile) | Yes | Yes | +----------+------------------------------+------------------------+-------------------------+ | Results | No | No | No | +----------+------------------------------+------------------------+-------------------------+ | Reports | Yes (based on profile) | No | Yes | +----------+------------------------------+------------------------+-------------------------+ \* Default behavior depends on User Profile settings. -------------------------------------------------- 7. System Emails (Not User-Controlled) -------------------------------------------------- The following system-level emails are **always sent** and are **not affected** by User Profile email settings: .. list-table:: System emails :header-rows: 1 :widths: 70 30 * - Event - Email Sent To * - New user registration - User, Admins * - Licensing notifications - User, Admins * - Resource purchased - User, Admins