Difference between revisions of "System reminders and notifications"

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(Quotes)
(Accept invitation)
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====Accept invitation====
 
====Accept invitation====
  
* To the manager when accepting the invitation 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 the vendor when accepting the invitation 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 12:19, 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 creating an account in Protemos.

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 owner of an account when resetting a password.

Change profile settings

  • To the owner of an account when changing profile data.

Quotes

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