Enable Bulk Editing of Notification Email Recipients
Feature Request Title:
Allow Bulk Update of Notification Email Recipient Settings for Multiple Users
Product Area:
User Notifications / Email Notification Settings / Admin Portal
Background:
During Case 3287423, a customer, Jussara, reported an issue where notification emails were not reaching the intended recipients. The investigation identified that the notification recipient setting could be changed from Customer Recipients to Default Recipient as a workaround.
Currently, administrators must access the notification configuration and manually change the recipient setting for each affected user. Updating users' email addresses through templates or spreadsheets only modifies their profile information and does not update the notification recipient configuration.
This limitation presents a significant administrative challenge for organizations with a large number of users. In this case, the customer's account has more than 500 users, making individual updates time-consuming and operationally inefficient.
Problem Statement:
The current system does not provide an efficient way for administrators to modify notification recipient settings in bulk. When multiple users are affected by incorrect or outdated notification recipient configurations, administrators must update each user's settings individually or ask users to make the changes themselves.
This creates additional administrative overhead, increases the risk of inconsistent configurations, and delays the resolution of notification email delivery issues.
Requested Enhancement:
Enhance the Admin Portal to allow authorized administrators to edit or update notification recipient settings for multiple users simultaneously.
The proposed functionality should include:
Bulk Update Capability: Allow administrators to select multiple users and change their notification recipient setting in a single operation.
Spreadsheet or Template Support: Provide an option to export, modify, and re-import notification recipient settings through a supported CSV or spreadsheet template.
Recipient Configuration Management: Allow administrators to switch between Customer Recipients and Default Recipient without having to open each user's individual configuration.
Validation and Confirmation: Validate the selected settings before applying changes and provide a confirmation summary of successful and unsuccessful updates.
Permissions and Auditability: Restrict bulk modifications to authorized administrators and maintain an audit trail of configuration changes.
Business Impact:
Implementing this enhancement would significantly reduce the time and effort required to manage notification settings across large organizations. It would also improve configuration consistency, minimize manual errors, and help administrators resolve notification email delivery issues more efficiently.
For customers with hundreds or thousands of users, bulk management would provide a scalable alternative to individual updates and reduce reliance on end users to correct their own settings.
Use Case / Example:
A customer with more than 500 users experiences notification email delivery issues because the affected users are configured to use Customer Recipients instead of Default Recipient.
The administrator needs to change the notification recipient setting for all affected users. Instead of manually opening each user's configuration, the administrator selects the affected users and applies the required setting in bulk.
Expected Result:
Administrators can efficiently update notification recipient settings for multiple users through the Admin Portal or a supported bulk-import process, without modifying each user's configuration individually.
Current Workaround:
Manually change the notification recipient setting from Customer Recipients to Default Recipient for each affected user, or ask users to update their own notification settings where feasible.
Reference Case: 3287423