Choose your notifications

The portal emails you when something needs you or changes, such as a new invoice or an approval waiting for your answer. You choose how you hear about each kind of event. This page shows how.

How it works

• You hear only about what your permissions let you see. Someone without billing access gets no invoice emails.
• Until you choose, each event uses the default your IT provider set.
• A Daily summary collects everything from all your organizations into one email, once a day, at a time your IT provider sets, in your own time zone. Set your time zone on Your account.
• Sign-ins and security changes on your account are always on, so you know if someone else gets into your account.
• Ticket emails you get because you asked for help on that ticket are sent whatever you choose here.

Choose your notifications

1. Open the account menu, which shows your name, and select Notifications. The page is for the organization you have open. Switch organization first to choose for another.
2. For each event, choose Right away, Daily summary, or Off.
3. Select Save.

To go back to what was saved, select Undo changes.

Group	Events
Billing	A new invoice is ready, an invoice is due soon, an invoice is overdue, a payment went through, a payment failed, an automatic payment failed
Approvals	A quote is waiting for a decision, a quote expires soon, an approval is waiting for you, a milestone is ready for sign-off
Tickets and requests	A ticket was opened, updated, or resolved, a request was completed
Remote access	Remote access is about to expire
Your account	Sign-ins and security changes on your account

Next steps

• Manage your sign-in and security
• Sign in to the portal