When a record is shared with another tenant, the recipient tenant's relevant users should be notified — both at the moment of sharing and when subsequent changes happen. ActiveManage provides several notification channels for this.
Notification Types
- Initial share: Sent when the share is first created.
- Permission change: When read-only is upgraded to read-write, or vice versa.
- Record changes: When the source tenant edits the record (configurable: every change, daily digest, none).
- Share revoked: When the source tenant ends the share.
- Expiry approaching: 7 days before automatic expiry, optionally also at 1 day.
Delivery Channels
- Email: Default — actionable summary with a link.
- In-app banner: Notification bell badge.
- Push notification: Mobile-friendly summary.
- Webhook: Programmatic notification for integrations.
Configuring
- Open Site Settings → Multi-tenancy → Record Sharing → Notifications.
- For each notification type, tick which channels deliver.
- Customise the email templates if needed (template names: share_initial, share_permission_changed, etc.).
- Set who in the recipient tenant gets notified — all users, admins only, or a specific group.
Worked Examples
- Marketplace: Initial-share notification by email; record-change notifications batched into a daily digest to avoid notification fatigue.
- Consulting platform: Initial share + every change by email and push, because timing is critical to project work.
- API-driven integration: Webhook only — the partner system handles routing internally.