Notifications
Notifications help keep you updated when someone tags you or assigns you tasks within the platform. There are four main areas where you can receive notifications:
- Claims: When someone mentions you in the comments on a claim.
- Invoices: If you're tagged in the comments of an invoice.
- Queries: When other users mention you in query comments.
- Tasks: When a task is assigned to you.
If you’re tagged in any of these areas, you’ll receive a notification. You can easily view the related content by clicking the notification to go directly to the mentioned item, whether it's a claim, invoice, query, or task:
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You can also:
- Mark all notifications as read at once.
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- Navigate through multiple pages of notifications if you have more than five.
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No need to set up specific preferences for notifications — users are automatically alerted
whenever they are tagged or assigned a task.