Notification Settings
The Notification Settings section in Agency Handy allows users to manage how and when they receive alerts about key workspace activities. You can configure notifications to be sent in-app and/or by email, ensuring you never miss important updates such as new orders, tickets, comments, or payments.
This feature helps streamline communication and improves response times by letting each user customize notifications according to their role and preferences.
What You Can Do
Enable or disable in-app and email alerts for specific events.
View all available notification categories (Tasks, Orders, Payments, Comments, etc.).
Reset all notification preferences to the default settings.
Instantly get updates when someone comments, submits an order, or makes a payment.
Control which alerts you or your team members receive.
Why It Matters
Custom notification preferences allow teams to stay aligned on critical events without being overwhelmed by irrelevant updates. This ensures faster follow-ups, clearer accountability, and efficient collaboration between agencies and clients.
Who Can Use This
All registered workspace members—Super Admins, Admins, Team Members, and Clients—can view and manage their own notification settings. Super Admins can reset global defaults when necessary.
Getting Started
Navigate to the Settings module in the sidebar.
Click the Notification Settings tab at the top of the page.
You’ll see multiple sections grouped by event type such as Task & Ticket, Orders, Payments, and Comments.
Each row represents a specific trigger (for example, Ticket Created or New Order).
Use the checkboxes under In App or Mail to enable or disable notification channels.
Hover over the info (i) icon beside each trigger to view its description.
Detailed Workflow
1. Task & Ticket
Ticket Created Triggered when a client creates a new support ticket that requires agency attention.
In-App Notification: Enabled ☑️
Mail Notification: Enabled ☑️
2. Orders
New Order Sent when a client places a new order.
In-App Notification: Enabled ☑️
Mail Notification: Enabled ☑️
3. Payments
Agency Payment Successful Confirms when a payment made by the agency is successfully processed.
In-App Notification: Enabled ☑️
Mail Notification: Enabled ☑️
4. Comments
Comment Added Updates when a new comment is posted on any shared item (e.g., task, ticket, or file).
In-App Notification: Enabled ☑️
Mail Notification: Enabled ☑️
File Feedback Comment Added Alerts users when feedback or a comment is added to shared files.
In-App Notification: Enabled ☑️
Mail Notification: Enabled ☑️
Example Scenario
When a client comments on a shared task or uploads new feedback on a file, both the project manager and the assigned team members instantly receive an in-app pop-up and a mail notification. Clicking the notification directs them straight to the relevant item to respond or take action.
Additional Notes
You can use Reset to Default to restore all notifications to the original workspace configuration.
Notification preferences are personal; changing them will not affect other users.
For best results, ensure that your email is verified and SMTP settings are correctly configured to receive mail alerts.
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