ClientHub Notification Settings

Customize the notifications you and any users in your workspace receive

In our software platform, notifications are an essential part of keeping users informed about updates, tasks, and activities. Notifications can be customized by eligible users, and certain notifications require client or staff assignments for them to be triggered. This article outlines the rules governing notifications, how they can be controlled, and the types of notifications that require specific assignments.

Who Controls Notifications?

Workspace Owner Control

The Workspace Owner (Primary Admin)  has the ability to determine which users (Workspace Owner, Additional Admins, Managers, and Staff) receive notifications based on their roles. This means the Workspace Owner can configure notification settings for different user types in the system.

Go to Settings > Notifications

Customizing Notifications for All Eligible Users

All eligible users (Workspace Owner, Additional Admins, Managers, and Staff) have the ability to customize their own notification preferences. The customization allows users to choose how they wish to receive notifications, whether by:

• Email
• Bell (in-app notifications)
• SMS

How to Customize Notifications:

To customize notification settings, users should navigate to the following location:

Profile > Notification Settings

From here, users can select their preferred notification method(s) for the various types of alerts they want to receive.

Notifications Requiring Client/Staff Assignment

While some notifications are sent automatically to users based on system activity, certain notifications are triggered only when a user is assigned to a client. These notifications are tied to specific client actions and will not be sent unless the user has been assigned to the client.

List of Notifications Requiring Client Assignment:

These notifications will only be triggered when a user is assigned to a client associated with one of these actions.

Summary

• The Workspace Owner controls which roles receive notifications based on their responsibilities.
• All eligible users can personalize their notification preferences by selecting how they wish to receive them: Email, Bell, or SMS.
• Certain notifications, such as those related to client proposals and documents, require the user to be assigned to a client to receive them.

By using these settings, you can ensure that everyone gets the notifications they need, in the manner that suits them best, and that notifications related to client-specific activities are sent to the appropriate users.