Email and push notifications
In Settings → Notification Settings choose which events send email and which send a push, then Save.
On this page
Who is this lesson for?
- Company admin: chooses which events send an email and which send a push to the team.
- Employees: do not open this page. They receive what you left on, on top of their own profile choices.
Before you start
- You need permission to manage notification settings.
Open Notification Settings
From the menu: Settings → Notification Settings. Stay on the Email tab.
Under Email Notification Settings, turn on the events you want sent by email. Select All turns every event on or off together. The names match the Push list below. Then Save.
Push
Open the Push tab. A green or red dot on the tab shows whether push is on for the company.
Under Push Notification Settings, turn on the events that should reach the phone. Select All works the same way. Then Save.
Email and push are separate. An event can be on for email and off for push.
App notifications
These are the events on the Push tab. Each switch controls that type on the phone.
| Notification | When it reaches the phone |
|---|---|
| New Expense/Added by Admin | An admin adds an expense for someone. |
| New Expense/Added by Member | A member submits an expense for approval. |
| Expense Status Changed | An expense is approved, rejected, or its status changes. |
| New Support Ticket Request | A ticket is opened, assigned to an agent, or replied to. |
| New Leave Application | A leave request is submitted, updated, approved, or rejected. |
| Task Completed | A task or sub-task is marked complete. |
| Invoice Create/Update Notification | A new invoice, credit note, or recurring invoice is issued, or a payment reminder is due on an invoice. |
| Discussion Reply | Someone replies on a project discussion. |
| New Product Purchase Request | A customer buys a product. |
| Lead notification | A lead or deal is added, assigned, or moved; a proposal is sent or answered; a contract is created or signed; a lead becomes a client. |
| Order Create/Update Notification | An order is created or updated. |
| User Join Via Invitation | Someone joins with an invitation link. |
| Follow Up Reminder | A follow-up is due. |
| User Registration/Added by Admin | An admin adds a user. |
| Employee Assign to Project | Someone is added to a project. |
| New Notice Published | A notice is published or updated. |
| User Assign to Task | Someone is assigned to a task, a task is updated, or a comment or file is added. |
| Birthday Notification | Upcoming birthdays in the company. |
| Payment Notification | A payment is recorded or received. |
| Employee Appreciation | Someone receives an appreciation. |
| Holiday Notification | A holiday is published. |
| Estimate Notification | An estimate is sent, accepted, or declined. |
| Event Notification | Someone is invited to an event, or an event reminder is due. |
| Message Notification | A chat or group message, including a mention. |
| Project Mention Notification | Someone is mentioned on a project note. |
| Task Mention Notification | Someone is mentioned in a task comment or note. |
| Shift Assign Notification | A shift is assigned, or a shift-change is requested or answered. |
| Daily Schedule Notification | The morning list of today’s tasks and events. |
| System Update Published | A system update is published. |
| Asset Maintenance Reminder | Asset maintenance is due. |
| Task Begin Reminder | A task start date is due. |
| Project Begin Reminder | A project start date is due. |
| Contract Begin Reminder | A contract start date is due. |
| Contract End Reminder | A contract end date is approaching or today. |
| Invoice Due Reminder | An invoice due date is approaching or today. |
| Estimate Due Reminder | An estimate valid-until date is approaching or today. |
| Salary Slip Paid | A salary slip is marked paid. |
| Employee Salary Advance | A salary advance is submitted, added, or its status changes. |
| Employee Incentive Penalty | An incentive or penalty is waiting for approval, or is approved. |
| Timelog Approved | A time log is approved. |
| Asset Assigned to User | An asset is assigned to someone. |
| KPI Review Reminder | A performance review is due. |
| Client Registration | A new client is registered. |
| Purchase Supplier Payment Made | A supplier payment is made. |
| Purchase Supplier Payment Due | A supplier payment is due. |
| Purchase Low Stock | Purchase stock is low. |
| Purchase Order Approved | A purchase order is approved. |
| Purchase Order Sent | A purchase order is sent. |
| Purchase GRN Confirmed | A goods receipt is confirmed. |
| Purchase Invoice Posted | A purchase invoice is posted. |
| Purchase Return Posted | A purchase return is posted. |
| Task Status Changed | A task moves to another status. |
What happens after you save?
- The next matching event follows the switches you saved.
- An event that is off does not send on that channel.
- People still use their profile if they mute a type for themselves.
Common questions
Email tab or Push tab?
Email is the inbox. Push is the phone banner. Save each tab after you change it.
An event is missing?
That module is off, or the event is not in the company list.
Next: Two-factor authentication.