Purpose
The Control Center → General → Notifications → Configuration section allows users to manage which notifications they receive within the platform.
Notifications keep users informed about events that require their attention, such as approvals, status changes, reminders, and newly created records. Each notification can be enabled or disabled independently according to the user's responsibilities and preferences.
Overview
The Notification Configuration page displays all notifications available in the application.
For each notification, users can choose whether to:
Notifications enabled by default are automatically active for new users. Others remain available but must be enabled manually.
After making any changes, click Save to apply the new configuration.
Notification Settings
| Column |
Description |
| Notification |
Name of the notification. |
| Enabled |
Enables or disables the notification inside the application. |
| Receive by E-mail |
Sends the notification by e-mail in addition to the in-application notification. |
| Description |
Explains when the notification is triggered. |
Resource Management
| Notification |
Enabled |
E-mail |
Description |
| Allocation Approver Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured allocation approvers, reminding them of pending allocations awaiting approval. |
| Allocation State Changed |
✅ |
Optional |
Sent whenever the status of an allocation changes. |
| Allocations Created Through Resource Manager |
✅ |
Optional |
Sent whenever allocations are created through the Resource Manager. |
General
| Notification |
Enabled |
E-mail |
Description |
| Announcement |
✅ |
Optional |
Sent whenever a new announcement is published. |
| Note Created |
✅ |
Optional |
Sent whenever a new note is created. |
Appointments
| Notification |
Enabled |
E-mail |
Description |
| Appointment Created |
✅ |
Optional |
Sent whenever a new appointment is created. |
| Appointments Reminder |
✅ |
Optional |
Sent to remind users about upcoming appointments. |
Billing
| Notification |
Enabled |
E-mail |
Description |
| Billing Auditor Reminder |
✅ |
Optional |
Sent every day at 00:00 UTC to configured billing auditors when billings require approval. |
| Billing Financial Reminder |
✅ |
Optional |
Sent every day at 00:00 UTC to configured financial users when billings require approval. |
| Billing State Changed |
✅ |
Optional |
Sent whenever the status of a billing changes. |
Contracts
| Notification |
Enabled |
E-mail |
Description |
| Contract Ending Reminder |
✅ |
Optional |
Sent before a contract expires to notify the employee and their managers. |
| Contract Probation Period Ending |
☐ |
Optional |
Sent before the probation period ends to notify the employee and their managers. |
Financial Management
| Notification |
Enabled |
E-mail |
Description |
| Cost Center Financials Alert |
☐ |
Optional |
Sent whenever a user is added to a Cost Center financial list. |
| Project Financials Alert |
☐ |
Optional |
Sent whenever a user is added to a Project financial list. |
Estimations
| Notification |
Enabled |
E-mail |
Description |
| Estimation Board Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to estimation board members, reminding them of pending estimations. |
| Estimation Manager Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to estimation managers, reminding them of pending estimations. |
| Estimation Preparer Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to estimation preparers, reminding them of pending estimations. |
| Estimation State Changed |
☐ |
Optional |
Sent whenever the status of an estimation changes. |
| Estimation Supervisor Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to estimation supervisors, reminding them of pending estimations. |
Invoicing
| Notification |
Enabled |
E-mail |
Description |
| Invoice Auditor Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured invoice auditors, reminding them of invoices awaiting approval. |
| Invoice Financial Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured financial users, reminding them of invoices awaiting approval. |
| Invoice State Changed |
✅ |
Optional |
Sent whenever the status of an invoice changes. |
Price Lists
| Notification |
Enabled |
E-mail |
Description |
| Price List Approver Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured price list approvers, reminding them of pending approvals. |
| Price List State Changed |
✅ |
Optional |
Sent whenever the status of a price list changes. |
Projects
| Notification |
Enabled |
E-mail |
Description |
| Project Reminder |
✅ |
Optional |
Sent every day at 00:00 UTC to notify project managers about projects requiring attention. |
Proposals
| Notification |
Enabled |
E-mail |
Description |
| Proposal Commercial Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to proposal commercial users, reminding them of pending proposals. |
| Proposal Manager Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to proposal managers, reminding them of pending proposals. |
| Proposal State Changed |
✅ |
Optional |
Sent whenever the status of a proposal changes. |
| Proposal Supervisor Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to proposal supervisors, reminding them of pending proposals. |
Sales
| Notification |
Enabled |
E-mail |
Description |
| Sales Budget Approver Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured sales budget approvers, reminding them of pending approvals. |
| Sales Budget State Changed |
✅ |
Optional |
Sent whenever the status of a sales budget changes. |
Sourcing
| Notification |
Enabled |
E-mail |
Description |
| Sourcing Approver Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to configured sourcing approvers, reminding them of pending approvals. |
| Sourcing State Changed |
☐ |
Optional |
Sent whenever the status of a sourcing process changes. |
Subscriptions
| Notification |
Enabled |
E-mail |
Description |
| Subscription Cancelation Reminder |
✅ |
Optional |
Sent before a subscription reaches its cancellation date. |
| Subscription Renewal Reminder |
✅ |
Optional |
Sent before a subscription reaches its renewal date. |
Tasks
| Notification |
Enabled |
E-mail |
Description |
| Task Created |
✅ |
Optional |
Sent whenever a new task is assigned or created. |
| Tasks Reminder |
✅ |
Optional |
Sent to remind users about pending tasks requiring attention. |
Tickets
| Notification |
Enabled |
E-mail |
Description |
| Ticket Comment Created |
✅ |
Optional |
Sent whenever a new comment is added to a ticket. |
| Ticket Updated |
✅ |
Optional |
Sent whenever a ticket is updated. |
Timesheets
| Notification |
Enabled |
E-mail |
Description |
| Timesheet Approver Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured timesheet approvers, reminding them of pending timesheets. |
| Timesheet State Changed |
✅ |
Optional |
Sent whenever the status of a timesheet changes. |
| Timesheets Missing Reminder |
✅ |
Optional |
Sent when users have not submitted all expected timesheets for the current period. |
Transactions
| Notification |
Enabled |
E-mail |
Description |
| Transaction Approver Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured transaction approvers, reminding them of pending transactions. |
| Transaction Auditor Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured transaction auditors, reminding them of pending transactions. |
Travel
| Notification |
Enabled |
E-mail |
Description |
| Travel Approver Reminder |
✅ |
Optional |
Sent every Sunday at 00:00 UTC to configured travel approvers, reminding them of pending travel requests awaiting approval. |
| Travel Auditor Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to configured travel auditors, reminding them of pending travel requests. |
| Travel Financial Reminder |
☐ |
Optional |
Sent every Sunday at 00:00 UTC to configured financial users, reminding them of pending travel requests. |
| Travel State Changed |
✅ |
Optional |
Sent whenever the status of a travel request changes. |
User Management
| Notification |
Enabled |
E-mail |
Description |
| User Access Profile Updated |
☐ |
Optional |
Sent whenever a user's access profile is updated. |
| User Created |
☐ |
Optional |
Sent whenever a new user is created, either manually or through an external identity provider. |
Best Practices
- Enable only the notifications that are relevant to your responsibilities.
- Enable Receive by E-mail for notifications that require immediate attention or when you may not be logged into the application.
- Review your notification preferences regularly as your role changes.
- Keep approval reminders enabled to avoid delays in business processes.
Related Articles
Global Setup Overview (General & System Configuration)
General Parameters – Settings
Help Center