You can set up a notification email to inform a user when they are assigned a role that gives access to sensitive data. The email is sent to that user and, if defined, to other users as well.
The email notification is sent if you:
Note: If no applicable notification setup exists, no email is sent.
1. | Go to Security and compliance > Setup > Email Notification Setup > Sensitive role notification setup. |
2. | Click New. |
3. | In the Setup name field, type a value. |
4. | Define the email template for the notification. You can define your email templates in System administration > Setup > Email > System email templates. |
  | In the Notification template email field, enter or select a value. |
5. | You can send the notification email to a user who is assigned a role that gives access to sensitive data. The email is sent to the address defined for the user in the user setup. |
  | Select Yes in the Notify user field. |
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Note: If you select No, the user is not notified. If additional users are defined, only they receive the notification. |
6. | In the Description section describe the notification email setup. |
7. | Define the roles that give access to sensitive data for which a notification email is sent when assigned to a user. |
  | In the Sensitive roles section, click Add. |
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Note: You can:
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8. | In the Role name field, enter or select the desired role. |
9. | Sub-task: Set up other user to be notified. |
9.1 | You can define other users who receive the notification email when a defined role is assigned to a user. |
  | In the Notify users section, click Add. |
9.2 | In the User ID field, enter or select a value. |
Related to | Notes |
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Set up email notification for sensitive data role assignments |
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