You can receive notifications in the program or to your email about time tracker, sales invoices, projects, purchase orders, bills, expenses and travel expenses, activities, tasks and new reports, depending on your role and permissions.
Permissions: all users
PSA plans: all
Ordering notifications
- Go to My profile > Notifications.
- Activate the notifications by subject area in-app and/or to your email.
- Also define the additional options found under the arrow icons. A check mark in the box means that all sub-options are selected. A line in the box means that only a part is selected. The selections are saved automatically.
- In the Remind me to track hours section, you can change the time and the marking percentage of the notification by clicking on the blue text link. Changes are made and saved in the opening slider (side window).
Viewing notifications
In-app information about new notifications can be found on the bell icon in the upper right corner. By clicking on the bell icon, you can see a window where you can see the received notifications grouped by subject area.
Email notification includes a function which takes you directly to the program.