Important notice
The Classic Experience will be sunset on
Aug. 1.
If you have questions, contact your Customer Success and Implementation Manager,
Account Manager, or
support@trustarc.com.
When a comment is added to a task, the system automatically sends an email notification to the configured recipients. The Assessment Owner is the factory default recipient.
⚠ Before you begin
›This configuration is available to users with admin privileges only.
Configuring Comment Notifications for Tasks
1
From the left side of the page, hover the mouse over the Assessment Manager icon, and then navigate to Admin (1) > Account Configurations (2).
2
On the Account Configurations tab, go to the Comments on Tasks section (3).
3
Set Frequency (4) to Daily, Never, Periodically, or Instantly. Daily is the factory default.
📋 Note: If Daily is selected, specify the time of day the email notification should be sent.
4
In the Main Recipients field (5), select the primary recipients of the email notification. Recipients can be any active user or users in any of the following assessment roles: Assessment Owner, Approver, Participant, Assessment Creator, or Respondent.
5
In the Secondary Recipients (CC) field (6), select any users or roles that are not directly involved with the task but should be kept informed.
📋 Note: The same assessment role or user cannot appear in both the Main Recipients and Secondary Recipients (CC) fields. Each role or user can only be set as either a main or secondary recipient.