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Use this guide to find your alerts, open the record behind them and mark them read or unread. It is for company users and MSP staff.

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Before you start

  • Every signed-in user can open Notifications through the bell in the top bar.
  • The full page loads your 100 most recent notifications. It is not a full archive.
  • Opening a related record still follows your access to that record.

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Find an alert

1

Open the bell

Click the Notifications bell in the top bar. The panel lists your recent unread alerts. Clear all marks them all read.
2

Open the full page

Click View all notifications. The Notifications tab opens.
3

Filter the list

Click All or Unread at the top. Use the Type filter to choose All types, Info, Warning, Error, Success, Product Request or Change Approval.The table also has filters on the Notification, Source and Time columns. Clear them if an alert seems to be missing.
4

Read the alert

Read the title, source and time. Hover over cut-off text to see the full message. The Source column shows where it came from, such as Automation, System, Manual or Planner mention.
5

Open the related record

Click the row. If the alert has a related record, the portal opens it. Clicking an unread row also marks it read. An alert with no related record stays on the page.
Notification type filter showing All types, Info, Warning, Error, Success, Product Request and Change Approval.

Use the type menu to narrow the Notifications list.

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Mark notifications read or unread

1

Mark one alert read

On an unread alert, click the checkmark labeled Mark as read. This does not open the related record.
2

Mark one alert unread

On a read alert, click the dot icon labeled Mark as unread to bring it back to your unread list.
3

Mark everything read

Click Mark all read in the page header. It marks all your unread notifications read, not only the rows you can see. The button appears only while you have unread alerts.
Changes save right away. There is no Save button. Read alerts stay under All and drop out of Unread. Marking an alert read does not delete the ticket, finish the task, fix the error or approve the action behind it.

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Troubleshooting

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Frequently asked questions

Yes. Click Mark as unread on a read alert.
No. It marks all your unread notifications read, whatever the filters show. To clear just one, use the checkmark on that row.
Opening an unread row marks it read, so it leaves the Unread view. Switch to All to find it.
No. Only alerts with a related record open another page, and your access to that page still applies.
No. Alerts come from the portal and from automation rules. Ask your MSP about the right way to send a message.
No. Read status only marks the alert as seen. Look into the related workflow separately.