---
title: "Set up email notification for form access"
slug: "set-up-email-notification-for-form-access"
description: "Set up email notifications to monitor access to sensitive forms, ensuring security and compliance with user and role-based alerts."
tags: ["Task", "Security and Compliance Studio", "SCS"]
updated: 2026-07-10T10:14:39Z
published: 2026-07-10T10:14:39Z
canonical: "docs.staedean.com/set-up-email-notification-for-form-access"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up email notification for form access

You can set up email notifications for when users or roles access specific forms in the application. This helps you monitor access to sensitive or business-critical forms.

The email notification is sent if:

- An active notification rule exists for the form.
- The user, or the role assigned to the user, matches the rule.

> [!NOTE]
> Note
> 
> If no active rule applies to the form, no email is sent.

## Steps

1. Go to **Security and compliance** > **Setup** > **Email Notification Setup** > **Form access notification setup**.
2. In the **Form access notification setup** section, click **New**.
3. In the **Form name** field, enter or select the form you want to monitor.
4. In the **Access type** field, select an option.

This field defines who triggers the notification:
  - **Role**: The notification triggers when a user with the selected role accesses the form.
  - **User**: The notification triggers when the selected user accesses the form.
5. Select the **Enable email** checkbox to activate the notification rule.
6. Select the **CC user** checkbox to send a copy of the notification to the user who accessed the form.
7. In the **Notification template email** field, select the email template to use for the notification.

You define email templates in **System administration** > **Setup** > **Email** > **System email templates**.
8. Sub-task: Select roles.

> [!NOTE]
> Note
> 
> This step applies only when the **Access type** field is set to **Role**.
  1. In the **Available roles** list, select one or more roles.
  2. Click the arrow button to move the roles to the **Selected roles** list.
9. Sub-task: Select users.

> [!NOTE]
> Note
> 
> This step applies only when the **Access type** field is set to **User**.
  1. In the **Available users** list, select one or more users.
  2. Click the arrow button to move the users to the **Selected users** list.
10. Sub-task: Select recipients.

Recipients are the users who receive the notification email.
  1. In the **Available recipients** list, select one or more users.
  2. Click the arrow button to move the users to the **Selected recipients** list.
11. In the **Justification** field, describe the reason for the notification setup.

## Related

- [Set up email notification for sensitive data role assignments](/set-up-email-notification-for-sensitive-data-role-assignments.md)
- [General setup](/security-and-compliance-studio-general-setup.md)
- [Monitor accessed securable objects](/monitor-accessed-securable-objects.md)