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Email Alert Notifications

Account Email Notifications:  Account Administrators select or de-select the Email Alerts for this Account.  Users will only receive Email Notifications for the Email Alert Conditions that are selected at the Account level.  See a short Video on adding a User which includes setting email Alerts 

 

User Email Notifications:  Select the Receive Email Notifications checkbox in User Details/General Details if this User is to receive Email Notifications in Settings/Users/Edit User/Project Permission and Email Notifications tab. 

User Email Notifications by Project: Select the specific Email Notifications by Project for this User in the Project Permission and Email Notifications tab. Settings/Users/Edit User/Project Permission and Email Notifications. 
User Project Permission:  Select the Projects this User may view/access in the Project Permission column. 

Existing Projects: Customize the Email Notifications by User for a specific project in the Edit Project screen. 
Project Dashboard: click the Project Name to open the Edit Project screen. 
Click the User Project Permission and Email Notifications tab. 
Project Permission by User: Select Users who may view/access this Project, Template or Template Block in the Project Permission column. 
Email Notifications by User:  Select the specific Email Notifications per individual User for this specific project in each Email Notification column. 

New Projects:  Double click on the yellow Project Objective/Final Task to open the Edit Project screen. 
Click the User Project Permission and Email Notifications tab. 
Project Permission by User: Select Users who may view/access this Project or Template in the Project Permission column. 
Email Notifications by User: Select the specific Email Notifications per individual User for this specific project in each Email Notification column.

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Updated on June 14, 2024