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How to Manage Notifications

Configure your notification preferences to control what updates you receive. Here's how:

Accessing Notification Settings

Navigate to Profile"Notifications" tab, or visit /profile/notifications.

Enable/Disable Notifications

At the top, you'll find the "Enable Notifications" checkbox:

  • Unchecking this will disable all notifications
  • Checking this enables notifications (you can then configure individual types)
  • If any individual notification is checked, "Enable Notifications" will automatically be checked

Notification Types

You can configure notifications for:

Client Notifications

  • When clients are created
  • When clients are updated

Project Notifications

  • When projects are created
  • When projects are updated
  • When project updates are added

Invoice Notifications

  • When invoices are created
  • When invoices are updated
  • When invoices are paid

Proposal Notifications

  • When proposals are created
  • When proposals are updated
  • When proposals are accepted

Contract Notifications

  • When contracts are created
  • When contracts are shared
  • When contracts are acknowledged

Workspace Notifications

  • When new members join
  • When members are removed
  • When workspace settings change

Saving Settings

After configuring your preferences, click "Update Notifications" to save your settings.

Viewing Notifications

You can view your notifications by:

  • Clicking the notification bell icon in the top navigation
  • Visiting /notifications
  • Marking notifications as read or deleting them
💡 Tip:

You can customize notifications per workspace. Configure them based on your role and responsibilities in each workspace.