Outreach: Managing Notification Preferences

Overview

Notification preferences control what types of notifications you receive and how you receive them. As a staff member, you can manage your own preferences.

Managing Your Own Preferences

1. Go to Settings in the Staff Portal.

2. You'll see a list of notification topics organized by category (e.g., CRM, Invoices, eSign).

3. Each topic has checkboxes for three delivery channels:

   • Push Notification

   • Email

   • SMS

4. Check or uncheck channels to control how you receive each type of notification.

5. Changes save automatically.

Topics You'll See

As a staff member, you'll see topics relevant to your role — such as task assignments, new quotes, or contract activity. The available topics may vary depending on which features your organization has enabled.

Disabled Channels

If a channel checkbox is greyed out, it means you can't receive notifications via that method. Hover over the icon to see why:

To resolve this, add the missing contact information via the account app.