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How to: Change your Email Notification Settings

Payroll, Accounting, & General Email Notifications

In addition to the in-app notifications, users can enable and manage which email notifications that they would like to receive.  User email notifications can be set up globally (across all projects a user has access to), on a per-project basis, or a combination of both.  The email(s) will include a link that will take the user directly to the document once they log in.

Manage Email Settings

Step 1: Click the EMAIL SETTINGS option in the My Account dropdown menu located underneath the user's name in the top right of the application.

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Step 2: Click MANAGE GLOBAL SETTINGS in the top right portion of the screen.

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Step 3: Toggle which email notifications you wish to receive by checking off the box next to each selection.

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Step 4: Click SAVE to save your changes.

To enable and adjust specific Project Email Settings continue to Step 5.

 

Project Email Settings

Step 5: Double-click the project name that you wish to adjust notifications for.

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Step 6: Select PROJECT EMAIL SETTINGS in the Default Settings area.

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Step 7:Toggle which email notifications you wish to receive by checking off the box next to each selection.

Step 8: Click SAVE to save your changes.

 

DISCLAIMER: Notification options vary between users as options are based on user roles and permissions within the application.