User Notifications

Notification preferences belong to your own user account. They let you choose which events you want to hear about without changing your colleagues' settings.

Change your preferences

1. Open your name/profile area and choose the Account details user icon.
2. Find Notifications.
3. Select the events you want and clear those you do not need.
4. Click Update Account to save.

The available choices are:

• Project assigned to me and project stage assigned to me.
• Client response to quote and client response to all quotes.
• Document attached to project.
• Pending expense claim.
• Enquiry form submitted and enquiry assigned to me.
• Pending leave request.
• Quote stage assigned to me.
• Date added to my project stage.
• Play notification sound.

Choose Client response to all quotes only if you need wider quote-response alerts; the other quote-response option is the narrower setting. Assignment notifications distinguish the whole project from an individual stage.

Where notifications appear

Check the bell in the page header for in-app notifications. You can open an item, mark notifications read or delete them using the controls in that panel. Play notification sound controls the sound preference; it does not replace the individual event choices.

Email delivery depends on the event and account details. Some event handlers send email when the recipient is not currently logged in and create an in-app notification when they are. For example, pending leave requests use this distinction. Do not expect every selected event to produce both an email and an in-app item.

If an expected email is missing, first confirm your account email and saved preference, then check the notification bell and your email's junk folder. Notification preferences do not grant access to a record or permission to approve a request; ask an administrator if you cannot open the linked page.