Setting up exclusions notifications

Designated admin users can receive email notifications each time EverCheck runs the exclusions process and captures new or potential matches. To designate which users receive exclusions notifications, follow these steps:

  1. After clicking your user icon in the top right of the screen, select the “Settings” option.

  2. Click the “Notifications” tab.

  3. Select the “Exclusions” section.

  4. Click the pencil icon to edit the list of recipients who receive this notification type. 

  5. Check the box next to the user that you’d like to receive notifications, or click the “X” to remove a user. Then, click the “Save” button when you’re done.

    The users that you selected will now receive notifications when EverCheck discovers a potential or verified exclusions match. You can edit who receives these notifications at any time by following the steps above. 

    The email notifications include the number of employees verified and any newly discovered potential matches and/or matches. Please see an example below. 

    "Hi Jane, 

    Today EverCheck ran an exclusions check for 50 employees against the lists retrieved on 08/20/21. 

    We found 10 new verified matches and 8 new potential matches. 

    Please log into EverCheck to review the details. 

    The EverCheck Team" 

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