#Notifications

Only Client Administrators (edit) and Client Managers (read-only summary) receive this section; only Client Administrators can save changes. Client Staff do not receive the section, and a direct Notifications link normalises to Reports.

#Overview

The Notifications panel manages how AiDial delivers per-call updates for one project at a time. The panel exposes two compact cards:

• Email transcript after each call — emails the full conversation transcript to your team when a call ends, with an option to mask personal details.
• SMS summary after each call — shows a saved portal preference for reference only. SMS summary settings are unavailable in the portal until an activation contract is approved; this card does not show or control deployed SMS delivery.

The email card can be edited by Client Administrators. Saving creates a working copy; it does not claim the change is deployed. A plain-language note on the card shows whether that version is saved, waiting for activation, active, different from the active deployed version, or temporarily unconfirmable. The SMS card is always read-only. Recipient values are stored encrypted at rest. Full email recipients are shown only to Client Administrators in the editable panel; SMS recipients are masked for every browser role. Read-only summaries, audit metadata, validation errors, and logs use masked values, counts, or field names.

The panel does NOT manage:

• Monthly summary delivery — that is on the Reports tab.
• Failed-transfer alerts — those are managed per destination on the Transfers tab.
• Legacy per-user preferences (such as instant transcript notice and monthly report preference toggles) or additional communication email recipients — those routes still exist, but the current Settings → Notifications panel does not mount those controls.

#Prerequisites

• You are signed in as a Client Administrator with at least one active in-scope project. Client Managers see a read-only summary version of the same panel.
• Navigate to Settings in the portal sidebar, then select Notifications. The direct route is /settings?section=notifications; for Client Administrators the portal adds the active project_id to that address.
• Notifications applies to one project at a time. Client Administrators choose the project with the project switcher in the sidebar (or in the navigation drawer on mobile); an aggregate "All projects" scope is not offered on this section. Client Managers with more than one in-scope project choose the project from a Project selector inside the panel.

#Managing the Email transcript card

1. Open Settings → Notifications.
2. Check that the correct project is selected. Notification changes apply only to the selected project.
3. Toggle Email transcript after each call on. The card body opens.
4. Add one or more email recipients in the chip editor. Press Enter or click outside the input to commit a chip. Use the × on a chip to remove it. Up to ten recipients are allowed per channel.
5. Choose whether to Hide personal details in transcripts. When the toggle is on, names, phone numbers, dates of birth, addresses, and Medicare numbers are masked in the delivered transcript. Some tenants are required to keep this toggle on by their governance policy — when that is the case, the toggle reads as locked and the lock copy explains why.
6. While there are unsaved edits, the Email transcript card shows an Unsaved changes pill. Switching projects at this point asks you to confirm with a Discard unsaved changes? prompt.
7. Review the Last changed line in the footer.
8. Select Save notifications to persist the changes. Use Discard changes to revert any unsaved edits.

#Email Activation States

Activation proves configuration, not email-provider delivery. A later provider acceptance or failure does not change the activation state.

#Managing the SMS summary card

The disabled switch reflects the saved portal preference. Existing saved recipients appear only as masked reference rows. There is no SMS toggle, recipient editor, provider status, cost control, or SMS save action in the portal. Contact your AiDial partner if an SMS delivery capability is required.

#Field Reference

#Read-only summary view (Client Manager)

Client Managers see the same two cards in a read-only mode:

• Switches indicate the current on/off state but are not interactive.
• Recipients are shown as masked summaries (e.g. an email's first character followed by bullets and the domain) rather than the full address.
• A small "Read-only — managed by your client administrator" caption replaces the Save / Discard footer.

#Security and Scope

• All reads and writes go through your signed-in portal session. You do not need to enter or send an API key.
• The panel calls the customer-safe BFF route at /api/settings/notifications/project-delivery. The browser never calls the backend directly.
• Out-of-scope projects and unavailable roles use a non-enumerating not-found response so the page cannot be used to discover other tenants' projects.
• Save requests use a section-version token to detect concurrent edits — when another administrator saves first, the panel surfaces the conflict and reloads the latest state so you can review and re-apply.
• Save requests also carry a portal security token and are rejected if it is missing or invalid.
• Saving is rate-limited to five saves per minute for each user and project. Reading the panel has a separate, higher limit, so ordinary page refreshes are not affected.
• Recipient lists never appear in URLs, validation error summaries, audit metadata, or logs. The panel displays full email values only to administrators who can edit them. SMS values remain masked in every browser response.

#Common Issues

#Related Pages

• Settings Overview
• Reports — daily, weekly, and monthly summary schedules
• Transfer Settings — failed-transfer alerts