Here's a video overview on how notifications work:


When are notifications sent?


Notifications are sent to everyone who is assigned to a request (team members and clients).

In addition, portal admins receive billing and new client notifications.


How to edit notification settings:


As portal admin, you can edit notifications for you, your team, and clients, by going to Settings > Notifications.

Clients and team members can also edit their personal notification preferences by going to Settings






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