Edit notification preferences
- Locate and click the Bell Notification icon on the top right corner, next to your profile icon
- Click on the settings or gear icon
- To receive notifications, user must be listed as a collaborator on the specific Record
- Added As Collaborator: Each time a user is added as a collaborator of a record, the user will be notified
- Custom Notifications: (recommended) To be specified by an account manager/ Admin
- Mentioned In Message: (recommended) check this box to receive a notification when directly tagged in a message
- New File Or Message: check this box to receive a notification whenever a new file or message is communicated within
a record.
Type of Notification:
- IN APP: the notification bell will be illuminated with a red number
- EMAIL: this notification, along with a link to the record will be sent within 10 minutes after the notification is
triggered. If the user notified is within the exact record, an email will not be sent to the tagged user(s)
Watch a Virtual Walkthrough here.
