Notification settings

Choose which events notify your team, whether by in-app notification, email or both, and fine-tune it per role.

Notifications in the profile menu decides which events notify people in your agency and how they hear about them: in the app (the bell), by email, or both. Changes apply from the next event; past notifications don’t change.

Notification settings grouped by area, each event with an on/off switch, In-app, Email and Both channel choices and a Role overrides link — Notification settings. 1 Area, 2 On/off, 3 Channel, 4 Role overrides.

How the list is organised

Notification types are grouped by area (callout 1):

System: renewal reminders, payments received or failed, plan limits, paused publishing, new sign-ins, finished imports.
Tasks: tasks assigned, mentions, status changes, files and comments on tasks, due tasks, meetings scheduled and meeting reminders.
Marketing: posts published or failed, posts assigned to you, mentions, client approvals and feedback, campaign changes.
Infra: failed integration syncs and social accounts that need attention.

Each row shows the event’s name and a short description. Use Search notifications to find one quickly.

Change how an event notifies people

Find the event.
Use the switch (callout 2) to turn it on or off for the whole agency.
Choose the channel (callout 3): In-app, Email or Both.

The change saves straight away and a message confirms it, for example “Task assigned to you: In-app + Email”. A row you have changed is marked Customized.

An event marked Required, such as a sign-in from a new device, can’t be turned off. You can still choose its channel.
Invitations, password reset links and similar account emails aren’t listed here. They are always sent by email.

Different settings for a role

Sometimes one role needs something different, for example email for your Accounting team on failed payments while everyone else gets in-app only.

On the event’s row, click Role overrides (callout 4).
For each role, choose Inherit (use the agency setting), Off, In-app, Email or Both. Effective shows what members of that role will actually get.
Close the window. The row now shows how many overrides it has, for example “1 role override”.

Role overrides window listing each role with Inherit, Off, In-app, Email and Both choices and the effective setting — Role overrides for one notification.

If someone has several roles with different overrides, they get the most generous one: the event is on if any of their roles turns it on, and they get every channel those roles choose. Notifications for your clients in the client portal have no role overrides.

Start again

Reset all to defaults puts every event back to the AgencyOS defaults and removes all role overrides after you confirm.