Create an Email Alert

1. Click Setup () in the upper-right corner of the top navigation bar.
   
2. Navigate to Automation > Email Alerts.
   
3. Click the Phases tab, then click Add Email Alert.
   
4. Enter the Email Alert Name, choose the Layout Name, Email Template, and the users to be notified.
1. You can select more than one user: choose user roles, project/client users, or specify email addresses directly.
5. Click Save.
   

Edit or Delete an Email Alert

1. Click Setup () in the upper-right corner.
   
2. Navigate to Automation > Email Alerts.
   
3. Click the Phases tab.
   
4. Hover over the required alert and click the options icon ().
   
5. Select Edit or Delete.
   
6. Update the necessary fields and click Save, or confirm the deletion.