To view or change what email notifications you receive, go to Settings → User Settings and then click on the My Notifications tab. Here, you can subscribe to or unsubscribe from all notification types and confirm what types of notifications you want to receive.
If you are in an organization that sells EverBright financing, we have created default settings based on your user permissions. We have worked with our deal processing team to determine the best set of notifications for each user based on access to various phases of a project, and assigned these relevant notifications to the default settings. If you want to change which notifications you receive, or specify which types of jobs you want to receive notifications for, click on the "Custom" button above the list of notification types to make individual selections.
Customizing notification options
When customizing your notification settings, there are different levels of notification subscriptions for each type of notification:
- None: no email notifications.
- Assigned Phases Only: only receive email notifications for the phases of the job you are assigned. For example, if you have this notification type selected and you are only assigned to the qualification phase, you will only receive email notifications about credit updates. You will not receive notifications for document or milestone updates.
- All Assigned Jobs: receive notifications for all of your assigned jobs, for any phase.
- All Jobs (manager only): receive notifications for all jobs, for any phase.
To change your notification selections, simply select the notification option you would like for each notification type. Your updates will be saved automatically.
Default settings
Default settings are the recommended notifications based on your phase permissions. You are able to customize these settings by selecting the "Custom" button above the list of notification types. If you choose to keep the default setting, your notifications will automatically change as your permissions within your organization change.
Notification types
There are notifications associated with many different actions on the platform. Please review your notification settings to see the full list of notifications.
Notification types include the following categories:
- Archive Site: receive a notification when a site is archived.
- Archive Workflow: receive a notification when an ops workflow is archived along with a quote.
- Credit Application Status Updated (Homeowner): multiple notifications, including approvals, declines, and manual reviews.
- Document Action: multiple notifications, including contract generation, send-outs, uploads, and updates for post-contract documents actions in operations.
- Document Recipient Action: notification to receive an email when a recipient signs a contract.
- Milestone Status Change: multiple notifications, including milestone approval, rejection, cancellation, and submittal.
- Send Credit Application: receive the email sent to the homeowner with the link to the credit application for products you manage.
- Site Ownership Change: receive a notification when the site ownership changes.
- User Active Change: receive notifications when users become active or inactive.
- Workflow Assignment Change: receive a notification when phase assignment is changed for the workflow.
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