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.