How to set email permissions and notifications

How to set a primary email contact for account notifications

When you're setting up your seller account one of the first things you'll want to do is set the primary email that you want to receive notifications. Configuring email notifications is important since they are used to notify you any time a buyer submits a new order, pays an invoice, or sends you a message.

Each company in Candid has a single user assigned as the Primary Contact. This defaults to the first person who signed up or created the account. This setting can be changed via the Make Primary button under Settings>Users:

How to customize notifications for different order events

After you set the primary contact you will then want to customize individual notifications. This can be done under Settings>Notifications:

Once notification preferences have been set, two things will happen moving forward:

People who are set to always be BCC'd on specific order events will receive a copy of those notifications - this lets them stay in the loop without getting buried in emails they don't need to see.
People who are set to "Be added as a To: recipient" will then show up in your company's email contact section on all orders.

This lets people in your company opt out of receiving emails entirely. Additionally, you can manually add anyone's email via the "CC:" field on the order and they will be added to the conversation moving forward.

How to send multiple users email alerts

If you have multiple people who need to be notified, the easiest way to do this is to create a forwarding alias outside of Candid (eg, set "orders@mycompany" to forward to both "shipping@mycompany" + "billing@mycompany"), invite that email address to Candid as a user for your company, and assign them as Primary Contact.

Here are detailed instructions for setting up group forwarding aliases with popular email providers: