Administration help

Notifications and SMS

Notification templates, the notifications a user receives, and the SMS recipients.

Message templates: e-mail, in-app and SMS wording A template is the wording of one message the system sends: the e-mail, the in-app notification or the SMS for an event such as a new invoice or a password reset. Edit…
Custom notifications: tell chosen people when a condition is met A custom notification is a rule you set: when a kind of event happens and your conditions are true, send a message you wrote to the roles or users you choose. Some rules…
Notifications you receive New notifications appear in the notifications list. Read all opens the full list, where you filter by topic and open each one, which marks it as viewed.
SMS: recipients, groups and Send SMS Companies with the SMS feature keep a list of SMS recipients and groups, and can send an SMS from the profile menu. A company without the feature sees the SMS pages as…