Difference between revisions of "System reminders and notifications"

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(Create account)
(Accept invitation)
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====Accept invitation====
 
====Accept invitation====
  
* To a manager when accepting invitations from a company to join their account as a manager.
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* To a manager when accepting the invitation from a company to join their account as a manager.
  
* To a vendor when accepting invitations from a company to join their account as a vendor.
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* To a vendor when accepting the invitation from a company to join their account as a vendor.
  
 
====Reset password====
 
====Reset password====

Revision as of 11:57, 17 January 2019

System reminders

The system can notify you about overdue projects, jobs, and invoices by email.

Please find more info here.

Notifications

There are two types of notifications in the system:

To find more, please check the corresponding articles below.

Notifications automatically generated by the system

Notifications generated with participation of users

Create account

  • To the account owner when they create their Protemos account.

Accept invitation

  • To a manager when accepting the invitation from a company to join their account as a manager.
  • To a vendor when accepting the invitation from a company to join their account as a vendor.

Reset password

  • To the account owner when they resetting their password.

Change profile settings

  • To the account owner when they changing their profile data.

Quotes

  • To a secondary manager (if assigned) when converting a quote to the project.