Notifications

Set up and view system and other notifications.

The Notification page, located under Setup > Notifications displays all notifications and allows you to manage them easily. There are two types of notifications in the Client Portal:

• System notifications - These notifications are associated with your profile. You cannot subscribe or unsubscribe from these notifications.

• User notifications - These notifications are also called feature notifications. These notifications are sent only if you are subscribed to receive them.

By default, the system deletes all notifications after 30 days, regardless of whether you've read them.

View your notifications

Follow these steps to view all of your notifications:

1. Sign in to your account.

2. From the main menu, navigate to Setup and select Notifications.

3. On the Notifications page, use the Topic option to select the feature you want to view the notifications for. To include all features, select All.

4. Choose whether you want to view all notifications or unread only.

5. Click the title of the notification to view more details.

Manage notifications

If you want to start or stop receiving notifications, you can update your notification settings. You can also choose the events for which you want to receive notifications, along with the method of receiving notifications.

Follow these steps to update your notification settings:

1. Sign in to your account and navigate to the Notifications page.

2. On the Notifications page, click Settings.

3. To update notification settings for a feature, click the feature name and make changes as necessary. Note that the web notifications are turned on by default and cannot be turned off.

4. To receive notifications by phone, do the following:

   1. Click Add phone number.

   2. In Update Mobile Number, enter the phone number you want to use and click Select.

   3. Click Get Code. You'll receive a validation code on the phone number you provided.

   4. Enter the validation code and click Verify. You'll start receiving notifications as per your updated settings.

Related topics

pageI'm facing issues with notifications