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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.

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Getting Started

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Accessing Notifications

Navigate to Notifications from the main sidebar, or click the notification bell icon in the top navigation bar to see recent notifications.

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Understanding the Interface

The Notifications page has two main tabs:

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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

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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.

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Common Tasks

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Viewing Notifications

1

Open Notifications

Navigate to the Notifications page from the sidebar
2

Filter by Type

Use the type filter dropdown to show only specific notification types (Info, Warning, Error, Success)
3

Filter by Read Status

Toggle between All and Unread to focus on new notifications
4

View Details

Click on a notification row to navigate to the related entity

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Marking Notifications as Read

Individual notification:
  • Click the checkmark button on a notification row to mark it as read
All notifications:
  • Click the Mark all as read button in the header to clear all unread notifications

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Reviewing Pending Approvals

1

Navigate to Approvals Tab

Click the Pending Approvals tab
2

Review the Request

Click on an approval row to open the review dialog with full details
3

Take Action

Choose to Approve or Reject the pending action

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Quick Approval Actions

For faster processing, you can approve or reject directly from the data table:
  1. Find the pending approval in the list
  2. Click the checkmark button to approve
  3. Click the X button to reject
Use quick actions when you’re confident about the decision. Use the detail view when you need to review the full context before deciding.

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Understanding Notification Types

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Understanding Approval Status

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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

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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
Pending approvals may have time limits. Review and act on them before they expire to ensure automated workflows complete as expected.