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Managing Notifications for Team Members

Configure notification defaults for your organization and manage individual team member preferences.

Updated over 2 months ago

Note: Only Administrators can access these settings.

Accessing Team Notification Settings

  1. Navigate to Admin Settings > Team

Editing Notifications for a Team Member

Override a specific team member's notification preferences:

  1. Go to Admin Settings > Team > Members

  2. Click the three-dot menu next to the team member

  3. Select Edit Notifications

  4. Adjust their preferences in the notification table

  5. Click Save

Changes made here override the role defaults for this specific user.

Setting Role Defaults

Set default notification preferences that apply to all users of a specific role.

  1. Go to Admin Settings > Team > Notifications

  2. Find the notification event you want to configure

  3. Adjust the default scope for each role type (General Member, Driver/Worker, Accountant, Administrator)

If a user has no preferences set, the default settings will be used.

How Role Defaults Work

Role defaults apply to team members who haven't set their own preferences:

  • User has no preference set β†’ Uses role default

  • User has set their own preference β†’ Keeps their preference

Example: You change the General Member default for "Invoice Paid" from "Mine" to "All."

  • Members who never changed this setting β†’ Now receive "All"

  • Members who previously set it to "Mine" β†’ Still receive "Mine"

Default Role Scopes

For details on notification categories, channels, and scopes, see Customize Notification Preferences

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