Overview
The Notifications module provides a centralized place to view all system notifications and manage pending approvals. Stay informed about important events and take action on items requiring your attention.Getting Started
Accessing Notifications
Navigate to Notifications from the main sidebar, or click the notification bell icon in the top navigation bar to see recent notifications.Understanding the Interface
The Notifications page has two main tabs:Notifications Tab
Displays all system notifications including:- Info: General information messages
- Success: Confirmation of completed actions
- Warning: Alerts requiring attention
- Error: Issues that need resolution
Pending Approvals Tab
Shows automation actions awaiting your review:- Email sends triggered by automation rules
- Meeting invitations requiring approval
- Other automated actions configured to require approval
The badge counts on each tab show unread notifications and pending approvals requiring your attention.
Common Tasks
Viewing Notifications
Filter by Type
Use the type filter dropdown to show only specific notification types (Info, Warning, Error, Success)
Marking Notifications as Read
Individual notification:- Click the checkmark button on a notification row to mark it as read
- Click the Mark all as read button in the header to clear all unread notifications
Reviewing Pending Approvals
Quick Approval Actions
For faster processing, you can approve or reject directly from the data table:- Find the pending approval in the list
- Click the checkmark button to approve
- Click the X button to reject
Understanding Notification Types
| Type | Icon | Description |
|---|---|---|
| Info | Blue circle | General information about system events |
| Success | Green checkmark | Confirmation of successful operations |
| Warning | Yellow triangle | Issues requiring attention but not critical |
| Error | Red circle | Critical issues requiring immediate action |
Understanding Approval Status
| Status | Description |
|---|---|
| Pending | Awaiting review and decision |
| Approved | Action was approved and executed |
| Rejected | Action was rejected and not executed |
| Expired | Approval window has passed |
Notification Sources
Notifications can originate from various sources:- System: Core platform events and updates
- Automation Rules: Triggered by configured automation rules
- Integrations: Events from connected services
Best Practices
- Regular Check: Review notifications regularly to stay on top of important events
- Clear Read Items: Mark notifications as read once reviewed to keep the unread count meaningful
- Timely Approvals: Process pending approvals promptly to avoid delays in automated workflows
- Filter Effectively: Use filters to focus on high-priority notification types
Related Resources
- Settings - Configure notification preferences
- Company Overview - View company-level activity