Understand staff recipients

Assigned staff are used first; otherwise active administrators receive staff notifications.

What this guide covers

Assigned staff are used first; otherwise active administrators receive staff notifications. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

1. Open CRM cron → Service Journeys notification processor.
2. Locate the record, endpoint, field or action used to understand staff recipients.
3. Complete the displayed values exactly as described in this guide.
4. Select the available save, submit, send, upload, create, update or confirm action.
5. Return to the related register, portal, activity log or API response and verify the expected result.

Fields, choices and supported possibilities

Code-backed validations and workflow rules

• The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
• Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.

Expected result and verification

• The understand staff recipients workflow completes without a validation, permission, ownership or availability error.
• The related record, portal view, activity entry, notification log or API response shows the expected state.
• Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.

Security, privacy and operational checks

• Use controlled test records and non-production credentials before wider rollout.
• Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.

Related Service Journeys and CRM guides