Settings

Manage roles, notifications, SLA policies, and integrations

Team Members

Name Email Role Status Actions
SC
Sarah Chen
s.chen@pacificcg.com Admin Active
MR
Marcus Rivera
m.rivera@pacificcg.com Manager Active
AP
Aisha Patel
a.patel@pacificcg.com Manager Active
JO
James O'Brien
j.obrien@pacificcg.com Staff Active
DM
Diana Morales
d.morales@pacificcg.com Staff Active
TW
Tyler Washington
t.washington@pacificcg.com Staff Active

Notification Preferences

New workflow created

Email notification when a new workflow is initiated

Stage transitions

Notify assigned staff when a workflow advances stages

SLA warnings

Alert when a workflow is approaching its SLA deadline

Overdue alerts

Daily digest of all overdue workflows

Client notifications

Auto-email clients when their workflow status changes

Weekly summary report

Email a weekly performance digest to all managers

SLA Configuration

days
days
days
days
days
% of SLA time

Integrations

mail

Email (SMTP)

notifications@pacificcg.com

Connected
chat

Slack

#workflow-alerts channel

Connected
cloud

Google Drive

Document storage and sync

Connected
webhook

Zapier

Workflow automation triggers

api

REST API

api.pacificcg.com/v1

Active