Understanding Notification Levels
Document-Level Responsible Users
Document-level responsible users are the default recipients for notifications related to a specific document type (e.g., Invoices, Credit Notes, Price Catalogs). These are configured centrally in your company settings and apply across all your trade partner connections. For example, if you add[email protected] as a document-level responsible user for Invoices, that address will receive invoice-related notifications from every trade partner — unless a relationship-level override is in place.
Relationship-Level Responsible Users
Relationship-level responsible users allow you to override the document-level defaults for a specific trade partner connection. When set, they completely replace the document-level responsible users for that particular partner and document type — the two lists are not merged. This is useful when different teams or contacts within your organization are responsible for specific trade partners. For example, you might want[email protected] to handle invoice notifications from Partner A, while all other partners continue using the default [email protected].
Contacts Declared by Your Trade Partner
Besides the responsible users you configure, Procuros can also use contacts that your trade partner declares directly inside the documents they send you. This behavior is governed by a setting that is available at both the document level and the relationship level.- Default — Procuros respects the responsible users you have configured; those are the recipients used for the related notifications.
- Accept contacts declared by trade partner — any relevant contact defined by the sender within the document is considered a recipient for the related notifications.
Enable Accept contacts declared by trade partner when your partner routinely includes the right operational contact in the documents they send, and you want those contacts to be notified automatically without having to maintain them manually.
Editing Responsible Users
When you click Edit (either at the document level or relationship level), a dialog opens where you can manage the list of email addresses.
Add Email Addresses
Enter a valid email address in the input field and click + New Email Address to add it to the list.
Managing Document-Level Responsible Users
To configure the default notification recipients for each document type, navigate to the Notifications Management settings page.
Open Notifications Management
Navigate to Settings in the left sidebar and select Notifications Management.
Review Document Types
The page lists all available document types (e.g., Invoices, Credit Notes, Price Catalogs, Remittance Advices, Sales Reports) along with the currently configured responsible users for each.
Edit Responsible Users
Click the Edit button next to a document type to add or remove email addresses. Changes apply to all trade partners that do not have relationship-level overrides.
Choose How Declared Contacts Are Handled
Each document type also has a contact-handling option. Choose Default to use only your configured responsible users, or Accept contacts declared by trade partner to also treat relevant contacts the sender declares within the document as recipients. See Contacts Declared by Your Trade Partner for details.
If a document type shows “No recipients configured”, no one will receive notifications for that document type unless relationship-level responsible users are set for specific partners.
Viewing Relationship-Level Overrides
When one or more trade partners have custom responsible users configured for a document type, you will see a green indicator below the document type with the text “Custom recipients set in X trade partner(s)”.
Managing Relationship-Level Responsible Users
To configure notification recipients for a specific trade partner and document type, navigate to the connection’s Notifications Management tab.
Navigate to the Connection
Go to My Connections in the left sidebar, select a trade partner, and open the relevant document type.
Open Notifications Management Tab
Click the Notifications Management tab in the document type detail view.
Configure Responsible Users
The page shows both parties in the connection. Click Edit next to a party to configure who receives notifications for this specific partner and document type.
Choose How Declared Contacts Are Handled
The same contact-handling option is available here for this specific partner and document type, and it overrides the document-level choice for that connection. Choose Default or Accept contacts declared by trade partner. See Contacts Declared by Your Trade Partner for details.
Unrecognized Email Domains
To protect against misconfigured notifications, Procuros verifies the email domains used for notification recipients. When you save changes that include email addresses from domains that have not been previously approved for your organization, Procuros will show a review dialog before applying the changes.
- Approved — Email addresses from domains that are already recognized by your organization. These are added immediately and will start receiving notifications right away.
- Require domain approval — Email addresses from domains that are not yet recognized. These will not become active until the domain has been approved internally. The email addresses are shown highlighted in yellow to indicate they are pending.
This page covers managing who receives notifications. To configure which types of notifications you personally receive (e.g., issue alerts, incoming documents, sent documents), visit Profile & Preferences.