Notifications: inbox and delivery channels

After this page, you can find your messages in the portal again, and for each area you have set whether and how you are also notified by email.

Every account has its own inbox. The bell in the header shows the counter of unread messages.

Steps#

Read the inbox#

1. Click the bell. The dropdown shows the latest messages in the sections Needs your attention, New, and Earlier, and All notifications › opens the full page.
2. In the dropdown, filter by All or Unread. On the full page, choose a folder on the left (Inbox, Unread, or Done) or a single area under Areas.
3. The list is grouped by Today, Yesterday, and This week. Everything older than a week appears under its calendar date. Load more fetches older ones.
4. Use Open to jump to the relevant place. Depending on the type, it is labeled Go to display, Go to invoice, or Go to scene.
5. Tidy up with Mark as read, Mark all as read, or Done. Restore brings a finished message back, and Mute this kind hides a type in the portal.

Set delivery channels per area#

1. Open Settings › My account › Notifications. The What reaches you how card has three columns: Area, In the portal, and Email.
2. In the portal is a switch: Does the area appear in the bell?
3. Email is a selection: Off, Immediately, or Summary.
4. If the types of an area are set differently, it shows Varies by message. Use Individual messages to expand the area and set each type on its own.

Every change is saved immediately, and there is no save button. If a row fails, “Not saved.” appears next to it and the old value returns.

Choose the email summary#

The Email summary card offers Off, Daily, and Weekly. The daily summary arrives at 8:00 a.m., the weekly one on Mondays at 8:00 a.m., in your time zone. It bundles everything set to Summary, with a title and link per message, and it only arrives when there is something new. If it is set to Off, messages set to Summary reach you only in the portal.

Set quiet hours#

Under Quiet hours, you hold back disruption emails from operations, such as “Display offline”, during a period on weekdays, and if you like all day at weekends too. Whatever is still open arrives afterwards. Security and payment are exempt.

Options#

Eleven types cannot be turned off in the portal and show Always instead of a control: all eight from Security as well as failed payment, overdue payment, and frozen account. For email, Always immediately applies to Security alert, Support access to account, Password changed, Two-factor sign-in turned off, Emergency sign-in used, Payment failed, Payment past due, and Account frozen, and to the messages about a suspended organization. Changes to company sign-in, API keys, and the custom address go out immediately but can still be turned off. The reason is stated on the row: “This message protects your account and therefore stays on.”

Two types are Email only: Organization suspended and Deletion announced, because with suspended access the inbox would not reach you. Types without an email version, conversely, show Portal only.

The email about a new join request always goes to Owners and Managers. The only thing you can control here is the display in the bell.

The messages about a saved view, View delivered and Report failed, reach only the person who owns the view.

The requests to install an app or to decide on an app update reach only the Owners. They include the sentence the requesting person added, and they link to the app’s entry or to its Update tab.

Check the result#

• The counter on the bell drops as soon as you mark messages as read.
• A changed row keeps your setting after the page is reloaded.
• The Email summary card shows the chosen frequency (Daily or Weekly) instead of Off.

If something goes wrong#

Related#

• Set up webhooks and check deliveries
• Messages and banners in the portal
• Payment reminders, overdue notices, freezing, suspension