Notifications
Configure email notification templates and personal notification preferences
Notifications
Customize notification templates and manage delivery preferences for your workspace.
Templates (Workspace Settings)
Configure global email templates used by the system.
Access
- Workspace Settings > Notifications > Templates
- Permissions:
manage_workspace_settings
Available Templates (examples)
- Client invitation emails
- Request status updates
- Invoice notifications
- Password reset emails
- Payment reminders & late fee notices
Managing Templates
- Select a template type
- Edit subject and body
- Use merge tags (e.g.,
{client_name},{invoice_number}) - Preview and save
Merge Tags
- Lists available per template
- Insert dynamic data into messages
Preferences (Per Workspace)
Let users tailor their own notification delivery.
Access
- Workspace Settings > Notifications > Preferences
Options
- Choose which events trigger emails
- Digest frequency (immediate, daily, weekly)
- In-app notification preferences
Best Practices
- Keep language clear and professional
- Use merge tags for personalization
- Test templates before enabling
- Review deliverability (SPF/DKIM/DMARC via SMTP)
Troubleshooting
- Emails not sending: Verify SMTP and template configuration
- Wrong content: Re-check merge tags and variables
- Too many emails: Adjust preferences or digest settings