πŸ””Client Portal Notifications

Both you and your clients will get email notifications for critical events.

All email notifications sent to your client will have your company name as the "sender".

Clients get a notification when:

  • They have unread messages in a chat room

  • You invite them to join a new portal workspace

  • They have overdue tasks assigned to them (so you need to assign them a task and set a date for this task)

You get notified when a client:

  • joins your client portal

  • marks a task as completed

  • creates a new task

  • upload new files

  • A proposal is accepted

If you have multiple internal users, then the client owner will be the one getting the notification.

To change the client owner, go to the contact details page of the client, you'll see on the right side bar the "owner" dropdown.

We're working towards adding a complete notification center in your Hubflo back-office (should be live in april).

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