Notification Preferences

Notification settings control which events email you—orders, client submissions, team invites, billing failures. Turn on revenue-critical alerts; turn off noise you ignore. In-app alerts live under the bell icon in the dashboard header—see Dashboard notifications.

Prerequisites

Dashboard → General (notification toggles)

In-app: header bell (Dashboard notifications)

What you're looking at

Notification preferences: email toggles per event type; digest versus instant when available.
Bell icon: recent in-app notifications list.

Implementation steps

1. Open General and locate notification preferences (or the grouped section under Settings if your deployment places them there).
2. Enable emails for orders and failed payments.
3. Disable non-essential digests if they distract you.
4. Enable client submission alerts when you actively use Portal Manager.
5. Click the bell in the header to review in-app history.
6. Trigger a test order or submission and confirm email delivery.
7. Document which alerts go to the owner versus teammates—each person configures their own General settings.

What you'll see

Email and in-app notifications match your preferences; critical commerce events are not missed. Teammates maintain separate notification profiles on their accounts.

Verifying your setup

• Notification toggles saved.
• Test alert received for an enabled event type.
• Bell notifications checked for in-app parity.