# Pop-Up Notifications

Brokers will have access to a comprehensive view of all pop-up notification records sent to clients. The following information will be available for viewing:

1. Title: This field displays the subject line of the pop-up notification, providing a brief summary of its content.
2. Create Time: This field displays the timestamp when the pop-up notification was initially created.
3. Creator: This field identifies the user who created the pop-up notification.
4. Status: This field reflects the current status of the pop-up notification.
5. Send Time: This field shows the timestamp when the pop-up notification was sent out to the recipient(s).

Brokers can perform the following functions:&#x20;

<details>

<summary>User Roles and Permission Dropdown List </summary>

1. Brokers have the flexibility to customize pop-up notification permission rights for backoffice users. The permissions can be tailored to allow some users to view all company rights, while others can only access pop-up notifications created by themselves or their team (please refer to this section for more details: [role-management](../17.-settings/back-office-portal-user-settings/role-management "mention")).
2. Brokers can select different categories to filter and view specific pop-up notification:
   * View Yourself: Shows pop-up notifications created by the user only.
   * Direct Downlines: Displays pop-up notifications created by the user's direct team members.
   * All Downlines: Shows pop-up notifications created by both direct and indirect team members.
   * Same Role: Displays pop-up notifications created by other backoffice users with the same role.
   * Company Wide: Shows pop-up notifications created by any member of the company.
3.  Brokers can filter by clicking the dropdown list. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FMj4IsZiIHTBZ6gnlX39J%2Fimage.png?alt=media&#x26;token=490f3ad9-0647-433a-8e59-d32848445866" alt=""><figcaption></figcaption></figure>

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<details>

<summary>Status Filter</summary>

1. Brokers also have the option to filter pop-up notifications based on their status. The following status options are available:
   * Draft: Represents pop-up notifications that are in the process of being composed or edited but have not been sent yet.
   * Sent: Represents pop-up notifications that have been successfully delivered to all intended recipients.&#x20;
   * Revoke: Represents pop-up notifications that have been revoked.&#x20;
2.  Brokers can filter via status by clicking onto the dropdown list here: \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FyJXkOItk0dXWhBUr5qwH%2Fimage.png?alt=media&#x26;token=4e214b82-a268-4a13-b453-61fee639894a" alt=""><figcaption></figcaption></figure>

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<details>

<summary>Batch Delete Pop-Up Notifications</summary>

1. Brokers are able to batch delete pop-up notification records.&#x20;
2. You can only delete pop-up notifications that are created by you.&#x20;
3.  Select the pop-up notifications and click "Delete". \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F87cOe5QJTm363MuwwiWk%2Fimage.png?alt=media&#x26;token=63cac0f6-1abe-461e-81f7-002f46801f5c" alt=""><figcaption></figcaption></figure>
4. A popup notice will appear. Click "Confirm" if you wish to proceed. \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FXMcL68jFoNqquxsXOVBW%2Fimage.png?alt=media\&token=33462a37-0289-46a9-8d16-a63f07523747)
5. The pop-up notification records will be deleted.&#x20;

</details>

<details>

<summary>Preview Pop-Up Notifications</summary>

1.  Brokers can preview the pop-up notification by clicking onto the "Preview" icon. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fmx5hNnigLNlxTk3TjMBc%2Fimage.png?alt=media&#x26;token=cf3ae514-8b0c-4f9c-9775-865d3b28c8fc" alt=""><figcaption></figcaption></figure>
2.  The pop-up notification will appear for brokers to review. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FmHQvflvb2TMPc8UFczaN%2Fimage.png?alt=media&#x26;token=9662bde1-e9f1-461a-9b23-8b81c4ea00d3" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Edit Pop-Up Notifications</summary>

1.  Brokers can edit pop-up notification drafts by clicking onto the "Edit" icon. You can only edit pop-up notification drafts created by you. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FFj5gp1F38P1z9cp6ysPz%2Fimage.png?alt=media&#x26;token=f83bcbd6-eb27-4c5c-bd47-3564de57bfc9" alt=""><figcaption></figcaption></figure>
2.  Brokers can amend the pop-up notification before clicking "Send". Please refer to this section for more details on generating pop-up notification content for clients: [send-pop-up-notifications](pop-up-notifications/send-pop-up-notifications "mention"). \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FENPTadPh3MzzF2codtJl%2Fimage.png?alt=media&#x26;token=8769b00a-865d-46c3-9918-3e488cdf7007" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Duplicate Pop-Up Notifications</summary>

1.  Brokers have the ability to duplicate previously sent pop-up notification content, providing a convenient feature for sending recurring pop-up notifications to clients. To duplicate pop-up notifications, click onto the "Duplicate" icon. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FwQoVrovYrnJ0VCPA2lvJ%2Fimage.png?alt=media&#x26;token=fb7e8d2a-273b-449c-ac02-1267d1a0e73d" alt=""><figcaption></figcaption></figure>
2.  Brokers can amend the pop-up notification content before clicking "Send". Please refer to [Section 10.2.1](pop-up-notifications/send-pop-up-notifications) for more details on generating pop-up notification content for clients. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FbEQ4QHi5x8avkyfNqUZ2%2Fimage.png?alt=media&#x26;token=6a8f44f6-061a-408e-b672-40db0fecc143" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>View &#x26; Read Status </summary>

1.  Brokers will be able to see the view & read status of all recipients by clicking onto the "View" icon. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F83M9TkPLQBp6r9BuqZC5%2Fimage.png?alt=media&#x26;token=d3adc701-f29e-44d3-b55f-2c61248b55f8" alt=""><figcaption></figcaption></figure>
2.  You will be able to see the statuses for all recipients. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FJ0o2Slos2hiOOuk58sPc%2Fimage.png?alt=media&#x26;token=d3b4b0be-0dc7-402d-b573-7d8879e9ab34" alt=""><figcaption></figcaption></figure>
3. You will also be able to do the following:&#x20;
   *   Filter via Read Status\


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FVdaFrJPMGregaCExrJpp%2Fimage.png?alt=media&#x26;token=fad4d786-959d-4cd9-9501-28ea21cd374d" alt=""><figcaption></figcaption></figure>
   *   Search for Specific Recipients \


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FzgOlCwi3nN8SY2ImE6aO%2Fimage.png?alt=media&#x26;token=8916bb3d-fa38-4f43-9a1c-2452b249e53d" alt=""><figcaption></figcaption></figure>
   *   Refresh Data \


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKrUul4P7JWNLjHaTwAb1%2Fimage.png?alt=media&#x26;token=b819e180-98f4-4fd4-b17c-f621c9549ed3" alt=""><figcaption></figcaption></figure>

</details>

