August 27, 2023

Each multi-user on a brand manages their own notification preferences, giving everyone flexibility on how they'd like to stay up to date! Additionally, the notification preferences you set for one brand do not carry over to any other brands you have access to.

To access notifications, go to Settings >> Notifications. Multi-user notifications are listed at the bottom of the page.

The multi-user's role will determine which notification preferences are available to them. For example, if you have a basic user with no access to invoices or contracts, the invoice and contract notification settings will not be visible to them.

Basic users will also only receive notifications for projects to which they are assigned. If a form is filled out in a project not assigned to a basic user, they will not receive a notification even if the alert for when a form is complete is enabled.

Essentially, if a user doesn't see it while accessing your brand, they won't get a notification about it.

Clicking Mark all as read to clear notifications won’t clear the notifications for other multi-users. Each user will still see their notifications as unread until they clear them.

At this time, we do not offer text notifications. However, a Zapier integration can be used to receive SMS notifications for new leads and client payments.