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Notifications

Written by Bianca Wetter

Introduction

Notifications help users stay informed about assigned content, content updates, due dates, upcoming sessions, expiring certificates, and other time-sensitive actions.

This article explains how notifications are managed, when they’re sent, and how reminders work for different content types.

💡 As a user, you can manage your own Sana notifications from Profile name > Settings > Notifications. Where user-level preferences are available, you can choose which notifications you want to receive.

Manage notification settings

Admins can manage organization-level notification settings from Settings > Notifications in the global sidebar. These settings control which notifications users can receive from Sana.

Organization notification settings

As an admin, you can control:

  • Notification channels

  • Notification translations

  • Notification types

Notification channels let Sana send notifications through external tools, such as Slack and Microsoft Teams.

Notification translations control language settings for notifications.

Notification types let admins enable or disable specific notifications across the platform.

Admins control which notifications can be sent at the organization level. Users may still be able to choose whether they want to receive some notifications in their own settings.

User notification settings

Users can manage some of their own notification preferences from Profile name > Settings > Notifications.

User-level settings apply only where individual preferences are available. If a notification type is disabled at the organization level, users can’t turn it back on in their own settings.

Notification channels

Sana can send notifications through different channels, depending on your organization’s setup. Supported channels can include:

  • Email

  • Slack

  • Microsoft Teams

Available channels depend on which integrations and notification settings your organization has enabled.

Notification language

Emails are translated into the user’s preferred language. This helps users receive notifications in a language they understand.

Admins can manage notification translation settings from Settings > Notifications.

Custom branding in notifications

Emails sent through Sana can reflect your organization’s brand.

In Settings > Branding, admins can define the platform name used in notifications and add a custom logo. This helps make communication with learners feel consistent with your organization’s identity.

Read more about customizing the platform here.

Notification timing

Notification timing depends on the notification type, the user’s timezone, and the content setup.

Timezones

Notifications for future events, such as due dates, future assignments, and expiring certificates, are sent at 9:00 AM in the user’s preferred timezone.

  • If a user doesn’t have a preferred timezone, Sana uses the organization’s default timezone.

  • If neither the user nor the organization has a timezone set, notifications default to UTC.

  • Learners can set their preferred timezone in their user settings. They can also set it during signup.

  • Admins can set a default timezone for new users in the organization.

Scheduled notifications

Scheduled notifications are sent at a specific time based on the content type.

Examples include:

  • Due-date reminders

  • Future assignment notifications

  • Expiring certificate notifications

  • Live-session reminders

  • In-person event reminders

For live sessions or events scheduled before 8:10 AM, notifications are sent 10 minutes before the session starts.

Immediate notifications

Some notifications are sent right away, examples include:

  • Assignment notifications

  • Unassignment notifications

  • Ad hoc program notifications

  • Program step emails

  • Account management emails


Ad hoc program notifications

Ad hoc program notifications are immediate, one-time messages for programs.

They’re sent right away, so admins can share critical information or reminders without waiting for the regular notification schedule.
​Users who received an ad hoc notification within the last 24 hours won’t receive another one.

Course and program notifications

Course and program notifications help learners understand what they need to complete and when.

Course assignment notifications

When a course is assigned to a user or group, learners receive an email with a link to the course.

  • If a learner is unassigned from a course, they receive an email notification about the change.

  • If a learner has already completed the course, reminder notifications are disabled.

  • If a course has no due date, learners receive the initial assignment email but no reminder emails.

💡 Setting a due date is useful when learners need to complete a course by a specific time. Due dates trigger reminders and help keep required learning on track.

Default course reminder schedule

When a course has a completion due date and uses the default reminder schedule, Sana sends automatic reminders:

  • 3 days before the due date

  • 1 day before the due date

  • 1 day after the due date

  • 7 days after the due date

These defaults also apply when switching a course or program from custom settings back to default settings.

Custom course reminder schedule

Admins can customize the reminder cadence for a self-paced course. A custom cadence is configured at the content level. It overrides the organization-wide default schedule for that specific course.


Custom cadence is useful when:

  • Content has a short or long completion window.

  • Required and optional assignments need different reminders.

  • Content shouldn’t send reminders.

To set a custom reminder cadence for a course:

  1. Go to Manage > Content.

  2. Select the course you want to update.

  3. Go to Settings > Notifications.

  4. Select Custom from the notification settings dropdown.

  5. Configure the reminder cadence, or disable notifications for the course.

  6. Click Save.

When using a custom reminder cadence, admins can:

  • Turn individual notifications on or off.

  • Set custom reminder days before or after the due date.

  • Set reminders up to 90 days before or after the due date.

  • Leave reminder days empty if no due-date reminders should be sent.

  • Configure a separate schedule for required assignments.

  • Turn off all notifications for the course.

Custom notification settings apply to email, Slack, and Microsoft Teams notifications.
​

Program assignment notifications

When a program is assigned to a user or group, learners receive the first step or steps in the program, based on the program outline.

  • If a learner is already assigned to content in the program, they don’t receive a reassignment email for that specific content.

  • To make sure all enrolled learners receive an email when they’re added to a program, include a welcome email step in the program outline.

Custom program reminder schedule

Admins can customize the notification cadence for programs.


To customize program notifications:

  1. Go to Manage > Programs.

  2. Select the program you want to update.

  3. Open Settings > Notifications.

  4. Configure the notification cadence.

  5. Click Save.

For program due dates, the program notification cadence takes precedence.

If Sana sends a course reminder because of a program assignment, Sana uses the program’s cadence instead of the course’s cadence.

💡 Authored program step emails are not treated as notifications. They’re still sent even if notifications are turned off for a program.

Required assignment reminder schedule

Required assignments can have a separate reminder schedule.

This schedule is optional. If the required assignment schedule is turned off, required assignments follow the standard schedule.


The default schedule for required assignments is:

  • 7 days before the due date

  • 3 days before the due date

  • 1 day before the due date

  • 1 day after the due date

  • 7 days after the due date

  • 14 days after the due date

  • 30 days after the due date

Turning off a standard reminder also turns off the corresponding required reminder.

Turn off notifications for a course or program

Each course and program has its own notification settings.

You can choose one of two modes:

  • Default: the course or program uses the standard notification schedule

  • Custom: admins set their own reminder schedule for that course or program

You can also turn off all notifications and reminders for a course or program.


To turn off notifications for a course or program:

  1. Open the course or program settings.

  2. Go to Settings > Notifications.

  3. Select Custom.

  4. Check Turn off all notifications for this course or Turn off all notifications for this program.

  5. Click Save.

Turning off all notifications mutes notifications for that course or program while keeping the underlying settings. If notifications are turned back on, the previous settings are restored. Turning notifications off, or removing a reminder day, takes effect right away. Updating the reminder cadence applies to all existing assignments for that content.

💡 Organization-level and user-level settings take precedence over content-level settings. This means a custom content setting can’t turn a notification back on if it’s disabled for the organization or by the learner.

View overridden notification settings

Admins can see which courses and programs use overridden notification settings.

Go to Manage > Content or Manage > Programs and check the Notification settings column.


This column shows whether the content uses Default or Custom settings.

Assignment emails and grouped assignment emails

Turning off the User is assigned notification also removes that course from the grouped “you have new assignments” email.

Course groups

For course groups, notification settings are set on the group.

All editions inherit the group notification settings. Once an edition is grouped, notification settings can’t be edited per edition.

Sana Live and in-person notifications

Sana Live and in-person notifications help users keep track of assigned sessions, event updates, reminders, and recaps.

Assignment and unassignment notifications

When a Sana Live session is assigned to a user or group, learners receive an email with the session time and link. If a user is unassigned from a session, they receive a notification about the update.

Reminder notifications

For Sana Live, Sana sends a reminder email at 8:00 AM on the morning of the scheduled session.

  • If the session starts at 8:10 AM or earlier, Sana sends the reminder 10 minutes before the session.

  • If there are fewer than 10 minutes until the session starts, Sana sends a notification right away.

  • For in-person events, Sana sends a reminder email 1 day before the scheduled session.

Custom notification cadence isn’t available for Sana Live or in-person content.

Updated calendar events

Users receive a notification when a calendar event they’re part of is updated.

Self-enrolled sessions

If self-enrollment is configured for a Sana Live session, assigned learners receive an email asking them to choose a session time and date.


After enrolling, learners receive an email with the confirmed time and date, along with a calendar invite.

Recap notifications

If recap is enabled, users may receive notifications when:

  • A recap for a live session is ready

  • A session recap is shared

Users assigned to the live session receive the recap, even if they didn’t attend.

Recap can be enabled before the session by turning on smart transcriptions and summaries in the scheduling modal.

During a Sana Live session, smart transcriptions and summaries can be enabled or disabled from the three-dot menu.

Line manager notifications

Admins can enable notifications for line managers from the organization notification settings. Line manager notifications help L&D teams involve managers in learner activation and completion.

Who is a line manager?

A line manager is determined by the platform attribute Is manager = Yes.

To set this up, connect Sana Learn with your HR system. Learn more here.

Available line manager notifications

Line managers can receive notifications about learners who report directly to them.

Available notification types include:

  • Content overdue

  • Expiring certificate

  • Pending invite

  • Failed assessment

When line manager notifications are sent

Line manager notifications are sent daily at 8:00 AM in the user’s local time.

When line manager notifications are first enabled, line managers aren’t notified about historical data, except for pending invites.

Instead, they receive notifications as follows:

  • Content overdue: notifies only about assignments due yesterday

  • Expiring certificate: notifies about certificates expiring within the next 7 days

  • Pending invite: notifies about all pending invitations

  • Failed assessment: notifies only about assessments failed yesterday

Admins control which line manager notifications are available.

Line managers may still be able to choose whether they receive some of these notifications in their own user notification settings.

See below examples of the content overdue and expiring certificate notifications.

Other notification types

Sana also sends notifications for collaboration, certificates, Teamspaces, exercises, Smart Reviews, and account management.

Collaboration notifications

Users can receive collaboration notifications for the following events:

  • Added as collaborator: when a user is added as a collaborator

  • Collaboration request: when a user receives a request to collaborate

  • Added as commentator: when a user is added specifically to comment

  • Comment mention: when a user is mentioned in a comment

  • Comment thread response: when there is a new response in a comment thread the user is part of

Certificate notifications

Users receive certificate notifications for the following events:

  • Certificate expiring: sent when a certificate the user holds is nearing expiration

  • Certificate issued: sent when a user is issued a new certificate

Certificate expiration notifications are sent 30 days and 7 days before expiration.

Teamspace notifications

When a user requests access to a Teamspace, the Teamspace owner receives an email notification.

Exercise and review notifications

When a user submits an exercise, exercise reviewers receive a notification if they’ve enabled this notification in their own user notification settings.

This notification is sent the next day at 8:00 AM local time. It includes exercise submissions that haven’t been reviewed.

Reviewers don’t receive more notifications for the same exercise submission unless a new exercise is submitted.

When a user’s exercise is reviewed, the user receives a notification that their exercise has been reviewed.

Smart Review notifications

When Smart Reviews are activated, learners receive an email 14 days after completing the course.

Account management notifications

Users may receive account management and security notifications for the following events:

  • Verify Email: users receive an email asking them to verify their email address

  • Reset Password: users receive an email with instructions to reset their password

  • Invitation to Sana: users receive an invitation email with a link to access and set up their account

Skipped notifications

For skipped notifications, Sana AI shows a plain-language reason.

For example, a learner may have turned off email notifications or already completed the content.

Notification history

Admins and group admins can use Admin mode to investigate notification delivery. Notification data is available for 90 days after processing.

What sent means

Sent means Sana handed the message to the email or chat provider. It doesn’t confirm that the message reached the learner’s inbox.


FAQ

What happens if I change an existing course or Sana Live session?

If you remove a user or group, delete assigned content, or change the time of a Sana Live session, assigned users receive a notification about the change.

If I have five courses due on the same day, will I get five emails?

No, it will be grouped into one email.

Why am I not receiving email notifications?

Email notifications can take up to 10 minutes to arrive.


If you haven’t received an email:

  1. Check your spam folder.

  2. Go to Profile name > Settings > Notifications.

  3. Confirm that the specific notification is turned on.

  4. Contact your Sana platform admin to confirm that the notification is enabled for your organization.

If you still have questions, contact your CSM.

I don’t have Google Calendar email integration. What happens?

Sana attaches an .ics file to the notification for every user assigned to a live session.

I invited a new user to Sana, but they didn’t receive an email. What should I do?

To resend the invitation:

  1. Go to Manage > Users.

  2. Find the user.

  3. Check the user’s status in the top-left corner.

  4. If the status is Invite pending, click Send invite again.

  5. Ask the recipient to check their inbox and spam folder.

I’m not receiving a specific notification. What should I do?

First, check your notification settings to make sure the notification is turned on.

If the issue continues, contact your Sana platform admin to confirm that the notification is enabled for your organization.


Some notifications, such as exercise review submission notifications, may be off by default to reduce inbox clutter.

When are custom due-date reminders sent?

Due-date reminders are sent at 9:00 AM in the learner’s timezone.

If the learner doesn’t have a timezone set, Sana uses the organization timezone.


Reminders are prepared by a background job that runs roughly every one to two hours and looks around 48 hours ahead. This means a new reminder is picked up within two hours at most.

What happens if I add, remove, or change custom reminders?

Turning notifications off or removing a reminder day takes effect right away.

Updating the reminder cadence applies to all existing assignments for the course or program.

Can content-level custom settings override organization or user settings?

No. Organization-level and user-level disabled settings take precedence.

If a notification type is disabled for the organization, or if a learner disabled it in their own settings, a custom course or program setting can’t turn it back on.

Are custom notification settings only for email?

No. Custom notification settings apply to email, Slack, and Microsoft Teams notifications.

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