This article provides a comprehensive guide on how to customize notification settings in Protiv for both the entire company and individual users. ✉️📱
Protiv's notification system keeps you and your team informed about important events, such as ProPay assignments, approvals, and budget updates. You can tailor these notifications to suit your preferences and ensure everyone receives the right information at the right time.
Accessing Notification Settings ⚙️
- Log in to your Protiv account.
- Select "Settings" from the navigation pane located on the lefthand side.
- Click on the "Notifications" tab.
General Notification Controls 📢
- Company Notification Controls: This section allows you to manage notification settings for all users in your company. You can choose to enable or disable specific types of notifications, such as ProPay assignments, approvals, closures, and budget updates.
User-Specific Notifications 👤
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Select Worker for Notifications: This section allows you to customize notifications for individual workers.
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Search and Filter: Use the search bar and dropdown menus to find specific workers.
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Enable/Disable Notifications: Toggle SMS (text message) and email notifications on or off for each worker.
Best Practices for Notifications 💡
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Field Staff: It's generally recommended to enable SMS notifications for field staff, as they may not always have access to email.
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Office Staff: Email notifications are usually sufficient for office staff who have regular access to their computers.
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Initial Setup: Take the time to customize notifications for each user when you first set up your Protiv account. This will ensure that everyone receives the most relevant information.
Bulk Edit User Notifications 🧑🤝🧑
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Select Users with the Same Role: To edit notifications for multiple users at once, you must select users who have the same role (e.g., all workers or all managers).
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Change Role (If Needed): If you want to edit notifications for a different role, use the dropdown menu in the top right corner to switch to that role.
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Bulk Edit Options: You can disable all notifications, enable email or SMS notifications, or further customize notifications for the selected group of users.
Notification Status Indicator 🔔
- Yellow Bell Icon: If you disable all notifications for a user, a yellow bell icon will appear next to their name, indicating that they won't receive any notifications.
Pro Tip: When first setting up Protiv, consider disabling notifications for your workers temporarily. This can prevent confusion while you're still learning the ropes and experimenting with the platform. Once you're comfortable with Protiv, you can re-enable notifications and customize them to your liking.