Configure My Notifications
Choose which notifications you personally receive.
My notifications control your own notification preferences. They do not change what other workspace members receive.
Use this page to reduce noise without disabling notifications for the whole workspace. Workspace owners should use it for their own preferences, not for team defaults.
Update Personal Notifications
- Open Settings.
- Go to My Notifications or Notifications.
- Review the available notification categories.
- Turn event preferences on or off for your account.
- Save the changes.
Use these settings to reduce noise while keeping important assignment, billing, scheduling, document, and project updates visible.
Change one group at a time when you are tuning a noisy workspace. If you disable many categories at once, it becomes harder to understand which setting caused a missing notification later.
What to Keep Enabled
Most users should keep notifications enabled for:
- Work assigned directly to them.
- Mentions, approvals, or comments requiring their response.
- Appointment or booking updates they host.
- Document signature or estimate actions they own.
- Payment, billing, or failed automation events they are responsible for.
Turn off low-priority categories only after confirming another person or channel will still receive the operational notification.
For shared responsibilities, agree who owns the notification before disabling your copy. For example, only one finance owner may need every payment notice, but every assigned project owner may still need task and comment updates.
Tune Without Missing Work
When reducing noise, turn off one category at a time and work normally for a day or two. If important work starts getting missed, restore the preference and fix the source assignment, watcher, or workflow instead.
Test A Notification Change
After changing important preferences, trigger one low-risk event that should notify you. For example, ask a teammate to mention you on a task, assign you a test task, update an internal appointment, or send a safe document action.
Confirm both the in-app notification and any enabled delivery channel behave as expected. If only one channel works, troubleshoot the channel before changing more preferences.
Personal vs Workspace Settings
Personal preferences cannot deliver notifications if the workspace channel is disabled or the provider is not configured. For example, turning on an email preference does not fix a broken SMTP configuration.
If a teammate needs a workspace default changed for everyone, use the main Notifications page instead.
Personal notification settings also do not change record assignment. If you are receiving too many updates because work is assigned to you incorrectly, fix the owner, assignee, follower, or participant on the source record.
If Notifications Are Missing
Personal preferences are only one part of delivery. Also check workspace notification channels, email template status, mailbox/app connections, and role permissions.
Use this order:
- Confirm the event happened.
- Confirm your personal preference is enabled.
- Confirm the workspace event/channel is enabled.
- Confirm the delivery provider works.
- Confirm your role can access the related record.
If the event appears in the app but no email arrives, check spam/quarantine, mailbox rules, workspace sender configuration, and the delivery provider before changing personal preferences again.
If a teammate is missing notifications for a record they cannot open, fix role or record access first. Notification delivery should not be used to bypass permissions.
Noisy Notifications
If notifications feel noisy, check whether the source records are assigned too broadly, whether workflows send duplicate alerts, and whether shared team accounts are receiving personal notifications. Reducing noise at the source is usually better than disabling every personal preference.