Set up notification preferences
Last updated: July 28, 2026
You can customize your notification settings to control how you receive alerts for different events. These settings can also be accessed by clicking the 'Configure notifications' call to action (CTA) if it appears as a task.
Set up notification preferences
- Click Settings in the sidebar.
- Click the Notifications tab.
- For each event type, such as New Chat Message, Partnership Notification, New order, or notifications related to workflow actors, participants, and step assignees, toggle the switches for Email, In-app, and SMS to enable or disable notifications.
Note: Due to a recent revert, SMS messages may occasionally display with extra spacing between lines.
Changes to your notification preferences are saved automatically.
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