To view or change what email notifications you receive, go to Settings → User Settings. Here, you can subscribe to or unsubscribe from all notifications types and confirm what types of notifications you want to receive.
Notification options
For each type of notification, you there are different levels of notification subscription:
- 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.
Setting defaults
Users are defaulted to receive all notifications unless changes are made to the notification settings. Managers receive notifications for all jobs, while other users receive notifications for all their assigned jobs.
Update notifications
To change your notification selections, simply select the notification option you would like for each notification type. Your updates will be saved automatically.
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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