How to set email permissions and notifications as a buyer

How to set a primary contact

Each company in Candid has a single user assigned as the Primary Contact. This defaults to the first person who was added to the account. This setting can be changed via the Make Primary check mark button on your Settings>Users page:

You can also add new users to your account in this area by typing in their name and email and clicking the Send Invitation button. This will send the person an email with a link that will allow them to set up their account login and password.

How to change your email notification settings

Also located in the Settings>Notifications area of your account is the ability to set which types of email notifications members of your team will receive:

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

  1. 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.
  2. People who are set to "Be added as a To: recipient" will then show up in your company's email contact section of the order's Discussion & Timeline

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 have multiple users get 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:

Other users can still log in and manage orders as needed, but notifications will always be sent to the address listed as Primary Contact.

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