Settings

My notifications

Choose which notifications you receive, and find them in the bell and your Inbox.

Keep the updates that matter to you and quiet the rest, without changing what anyone else receives.

Where notifications show up

  • The bell in the top bar shows your unread count and recent updates. Select an update to open it and mark it read, or use Mark all read. Select Open Inbox to see everything.
  • Inbox, first in the sidebar, gathers everything waiting on you: approvals, tasks that are due, documents to sign, AI work ready for review, and your notifications.

Reading an update in one place marks it read in the other.

Notification bell open in the top bar, with the Open Inbox link

Choose what you receive

  1. Open Settings › My Notifications.
  2. Find the event you want to change.
  3. Turn it on or off for each channel. The change saves right away.

You're done when the switches show only the updates you want. You'll still see everything in your Inbox.

Good to know

  • Keep work assigned to you switched on, along with client actions such as a signed document or a new booking, so nothing waits on you unseen.
  • A channel switched off for the workspace can't be turned on here. Ask an owner or admin to change it in Notifications.
  • Too many updates? Check whether you're assigned to records that should belong to someone else, and fix the assignee there.
  • The bell and Inbox are in the web app. The desktop and mobile apps keep their own notifications.

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