Skip to main content

Choose your personal notification preferences

Choose which available event and scheduling notices you receive without changing your colleagues' preferences.

Written by Sara

Choose which available event and scheduling notices you receive without changing your colleagues' preferences.

Steps

  1. Open Settings > Communication preferences > Notification preferences.

  2. Review the categories available for your account and permissions.

  3. Turn each notice on or off as needed and wait for the change to save.

  4. Check the related event or conversation when you need the complete current record.

Common categories

Depending on your access, choices include portal messages, document sharing, scheduled team emails, event status updates, completed To-Dos, staff scheduling/time-off requests and website inquiries. Review the category wording in your account before changing it.

Preferences do not grant access

A notification preference does not grant permission to another brand, event or conversation. It does not change who is assigned work or prove that an email was delivered. Client-facing transactional emails and shared support routing settings are separate from your personal preferences.

For administrators

Use the employee/support permission tools when managing other people's settings. Do not use your personal preference page as a substitute for account-wide routing or access controls.

Related guidance

Did this answer your question?