Update Your Email Notification Settings

How to customize your forms and weekly summary notifications in Iluminai.

Contents


Overview

In Iluminai, you can customize the type of email notifications you receive related to form activity and summary reports. This includes alerts for new submissions, high-risk FINTRAC records, approval updates, correction requests, and internal notes — as well as daily and weekly summary emails.

This article will walk you through the available Notification options and show you how to update your preferences directly from your profile settings.


Notification options

Forms
  • When any form submission occurs
  • When a FINTRAC form submission occurs which is High Risk
  • When any form is approved (auto or manual)
  • When changes to a form are requested by any Backoffice User
  • When an Agent initiates corrections for any form
  • When any notes are added or edited by agent on any form
  • When any notes are added or edited by backoffice user on any form
Summaries
  • Receive summaries daily
  • Receive summaries weekly

Customize your Notifications

  1. From the Dashboard, click the User Initials Icon in the top-right
The Admin Dashboard highlighting the User Initials Icon in the top-right
  1. A dropdown menu will appear, click Manage Profile
The dropdown menu highlighting the Manage Profile button
  1. Within the Notifications section of the Profile page, you can select the notifications you want to receive for Forms and Summaries
The Manage Profile screen highlighting the Notifications options
  1. Click Save at the bottom of the page for the changes to take effect
The Manage Profile screen highlighting the Save button

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