Alerts are notifications for Account updates and uploaded files that weren't attached to a Message, Task, or Request. Account updates include any changes a client makes on their Account Overview, Payroll, or Logins tab. Alerts can be replied to and archived just like a message.
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When you are on the Client Service Team for an Account or are the Default Message Recipient, you will receive Alerts. You will also receive an Alert if a client manually chooses you when uploading a file outside of a Message, Task, or Request.
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Note: If the client adds a custom message when uploading the file, you will receive a message in your Inbox with the file attached, rather than an Alert.
To keep the Inbox decluttered, we keep these notifications separated from Inbox messages. You can access your Alerts on the Home Dashboard or by clicking Inbox on the left navigation panel and selecting the Alerts tab.
You will also see your Alerts in the Notification Center on your left-hand menu bar.
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