Notifications

AgencyPro provides in-app notifications and email notifications for supported events. Personal delivery preferences and workspace email templates are configured separately.

Personal Preferences

1. Open your account Settings > Notifications in the current workspace.
2. Find an event in its category.
3. Choose its Email and In-app switches.
4. Save your preferences.

The events shown depend on whether you use the team workspace or client portal. Preferences belong to your account in that workspace. The preferences screen uses channel switches; it does not offer an immediate/daily/weekly delivery-frequency selector.

Administrators can also reach a preferences screen under Workspace Settings > Notifications. That screen updates the signed-in user's preferences rather than setting a delivery policy for every workspace member.

Workspace Email Templates

With manage_workspace_settings, open Workspace Settings > Notifications > Templates.

1. Select an available notification type.
2. Edit its subject and body.
3. Insert merge tags from the template's own available-tag list.
4. Preview the content and save.

Templates cover events such as invitations, request updates, invoices, payments, and subscriptions. Available tags vary by notification; preserve their exact syntax instead of copying a tag from an unrelated template. Workspace templates customize messages sent for that workspace.

Notification Center

Use the notification bell to review in-app updates, open related records, and mark notifications read. A notification link still requires permission to view its underlying record.

Troubleshooting

• No in-app update: Check that event's In-app switch and the correct workspace.
• No email: Check the Email switch, recipient address, spam folder, and workspace email configuration.
• Wrong email content: Check the selected template and its supported merge tags.
• Too many updates: Turn off the channels for events you do not need.