Your notifications settings

You can choose to receive emails or in-app notifications when certain events happen.

Everyone can specify their preferences for receiving notifications. That includes which events you are notified about, and how you are notified. There are also some suggested settings for various roles within an organisation.

Setup your notification preferences

You can access your notifications setting by clicking the bell at the top right of the page.

The Edit Settings page includes the various activity groups that you can set your notifications for. It is totally up to you to determine what you would like to be notified of, and how you would like to be notified.

You may have different notification setting for different events. For example, you may want to get an email notification if your leave request has been approved or declined, an in-app notification if a new project has been created in your office, and no notifications for invoice payments.

 

You can subscribe to any of the notifications but will only receive notifications for things you have access to within Projectworks.

Suggested settings to apply

While you can setup notifications to your own preference the following are suggested settings for various roles within an organisation.

Everyone

  • Personal: Leave Approved (notifications and emails)
  • Personal: Leave Declined (notifications and emails)
  • Personal: Expense Claim Approved (notifications and emails)
  • Personal: Expense Claim Declined (notifications and emails)

People managers

  • My staff: All options (notifications and emails)
  • HR Updates: When a person's benefit is modified (notifications)

Account Managers

  • Office Activity: New clients for your office (notifications and emails)
  • Office Activity: New project for you office (notifications)
  • Client Activity: New Client where you are the Account Manager (notifications and emails)

Project Managers

  • Office Activity: New client for your office (notifications)
  • Office Activity: New project for your office (notifications)
  • Project Activity: Project change where you are the Project Manager (notifications)

Executive / Management

    • Office Activity: New client for all offices (notifications and emails)
    • Office Activity: New project for all offices (notifications and emails)
    • Project Activity: Project change for your office (notifications)