Note: Only the Account Owner can adjust notifications for individuals or entire role types.
Notifications can be enabled for the following events:
- New client creation
- Add, disable administrators
- Accept or decline invite
- Assigned or removed from a client
- Billing
- Firm information change
- Bank information change
Review and adjust notification settings
1. In the navigation menu, go to Firm settings.
2. Select the Notifications tab.
3. Review and make any changes to the notifications table:
- Toggle notifications on or off for the entire firm.
- Check the boxes to select which notifications each role should receive.
4. Click Save.