Notifications about system events

When editing user data, you can specify which events in the system should result in a notification email to this user. They are mainly relevant for Workbench and Manager users, but can also be applied to client contacts. 

Please note that certain other events always result in email notifications. 

Job deadlines

This is the only setting which can be specified for any user, by themselves. The same option is available under the Account menu / Profile & settings.

To set the other notifications, you need access to the Advanced edit form for People. Such as:

Completed jobs

Selecting one or more job types that represent significant steps in a project, for any language or all, can be valuable for a project manager and help them keep tabs of a project without being inundated with notifications for each event. You can also limit the projects for which the user is notified. 

New orders / projects

Be the first to know when a new order arrives, either by a Client user representing a company or by a project manager creating a new project. For a client contact tasked with keeping track of all activity for their company, the same setting but with the "Linked company" option can notify them when a colleague places an order.