Sydnee Client Portals provides flexible notification settings so you can stay informed about tasks and activity in a way that suits your workflow. Here's a detailed guide to managing your task notifications:
Adjusting Your Notification Preferences
To customize your personal notification settings:
1. Go to your personal settings page: Personal Email Notifications.
2. You'll see a variety of options that can be toggled to control the type and frequency of notifications you receive.
Notification Options Available:
Communication
When you are mentioned in a comment: Receive notifications specifically when someone mentions you directly in a comment.
Updates on Tasks Assigned to You
Assigned tasks: Notifications when a new task is assigned to you.
Due date changes: Alerts when the due date of an assigned task is modified.
Completed tasks: Notifications when tasks assigned to you are marked as complete.
New comments: Updates when new comments are added to your tasks.
New attachments: Alerts when files or documents are attached to your tasks.
Deleted tasks: Notifications if tasks assigned to you are deleted.
Updates on Tasks You’re Collaborating On
Added as collaborator: Alerts when you're added to a task as a collaborator.
Task completions: Notifications when tasks you collaborate on are completed.
New comments: Updates when new comments are made on tasks you're collaborating on.
New attachments: Alerts when new files are attached to tasks you're collaborating on.
Deleted tasks: Notifications if tasks you collaborate on are deleted.
Client Notifications
Clients added to your portal can customize their notifications as well:
Clients can click on their profile image at the top-right corner of their portal interface and select "Notifications" to manage their personal preferences.
New clients inherit the default client task notification settings. These defaults can be adjusted here: Company Default Guest Notifications.
Per-Account Notification Settings
In addition to global notification settings, Sydnee offers two account-specific notification settings:
1. Receive Task Notifications:
- Turning this off disables all task notifications for the selected account, overriding global settings. The only notifications that will still come through are mentions.
2. Client Task Creation Alert:
- Keeping this enabled means you'll receive alerts when clients create new tasks in that account.