Notifications: Email

1. Click in the upper-right corner of the top navigation band.
   
2. Navigate to the Personal Preferences section, click Notifications, and click Personal Email.
   
3. Toggle switches to manage Phase Notifications for the phases created by you and assigned to you.
   
1. When you switch on the notifications for a category, you accept to receive emails for the category. 
   
4. Toggle switches to manage Other notifications for the time logs created by you or any messages from the forum or when a new document is uploaded.
   
5. If you wish to receive emails by default for all the activities in which you are involved, toggle the Notify me for all my activities options.
   
6. You can receive emails at a frequency set by you. Choose the frequency in the Set email frequency section. 
   
7. The changes are automatically saved. To return to another setting, navigate to any other section as you wish and click it.
   
   

Summary Email

If the number of notification emails are overwhelming you can choose to receive a consolidated email at a defined frequency.

1. Click in the upper-right corner of the top band.
   
2. Navigate to the Personal Preferences section, click Notifications, and click Personal Email.
   
3. Select your Frequency under the Set email frequency section.
   

The following notifications will not be sent via email summary.

• New portal invites
  
• Bugs
  
• All import and export notifications
  
• Status comments, direct messages & related comments, @mentions, and event notifications
  

Notifications: Org Notifications

1. Click  in the upper-right corner of the top band.
   
2. Navigate to the Personal Preferences section, under Notifications, and click Org notifications.
   
3. Click Portal users if you want to manage the default email notifications for new portal users.
   
1. Click Client users if you want to manage the default email notifications for new client users.
   
4. Toggle switches to manage Phase notifications for the phases created by you and assigned to you.
   
5. Toggle switches to manage Other notifications for the time logs created by you or any messages from the forum or when a new document is uploaded.
   
6. If you wish to receive emails by default for all the activities in which you are involved, switch on the Notify me for all my activities options.
   
7. You can receive emails at a frequency set by you. Choose the frequency in the set email frequency section.