Email Notifications
- Click
in the upper-right corner of the top navigation band.
- Navigate to the Portal Configuration section, and click Email notifications.
- Navigate to the Portal Users tab if you want to manage the default email notifications for portal users.
- Navigate to the Client Users tab if you want to manage the default email notifications for client users.
- Toggle switches to manage Task notifications for the tasks created by you and assigned to you.
- Toggle switches to manage Milestone notifications for the milestones created by you and assigned to you.
- 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.
- 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.
- You can receive emails at a frequency set by you. Choose the frequency in the Set email frequency section.
- Navigate to the Email Exclusion tab.
- Select Portal/Client users to exclude them from receiving email alerts, and click Update.
- Enable the toggle below to exclude all the users from receiving email notifications.
The changes are automatically saved. To return to another setting, navigate to any other section as you wish and click it.
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