Before you start
- Every signed-in user has a bell in the top bar. There is no sidebar item for Notifications.
- Reading an alert never approves, rejects or completes the work behind it.
- Approving an automation action needs you to be an assigned reviewer or a primary admin.
Open Notifications
1
Click the bell
Click the Notifications bell in the top bar. A badge on the bell shows the combined number of unread alerts and pending approvals. A small panel lists your most recent unread alerts and has an Approvals tab.
2
Open the full page
Click View all notifications. On the Approvals tab of the panel, the link reads View all approvals.
3
Choose a tab
The page has two tabs, Notifications and Pending Approvals.
Read and manage notifications
Filter alerts, open related records, and mark items read or unread.
Review automation approvals
Assigned reviewers inspect content, make a decision, and check its status.
What each tab does
Troubleshooting
Frequently asked questions
Can company users manage automation rules here?
Can company users manage automation rules here?
No. Notifications is for reading alerts and, when you are an assigned reviewer, deciding on a pending action. The MSP sets up automation rules and reviewers.
Does Mark all read approve pending requests?
Does Mark all read approve pending requests?
No. It changes only read status. An approval needs its own decision.
Does Approved mean an email was sent?
Does Approved mean an email was sent?
No. Approved records the decision. The row changes to Sent when the action has run.
Where do I change product update emails?
Where do I change product update emails?
Go to Settings > User Settings > Email Notifications. That preference is separate from portal alerts. See Manage your profile.