Notifications

Last Modified on Aug 18, 2025, 6:49 AM by BePro Software Team
ProfileGeneralSharing

Stay in the loop with Notifications

Get alerts about activity that matters to you—instantly or as a digest. You can choose what you receive, how it’s delivered, and when.

Where to find it: Log in → open Your Profile → click Edit (in the profile header) → open the Notifications tab.

Quick start

  1. Go to Profile → Edit → Notifications.
  2. Pick your delivery channels (Email, In-app, Push, SMS*).
  3. Toggle the events you want (e.g., mentions, assignments, security alerts).
  4. Optional: set Quiet Hours and choose a Daily/Weekly Digest.
  5. Click Save, then press Send test to confirm everything works.

*SMS is shown only if your organization enables it and a verified phone is on file.

Delivery channels

In-app (bell icon)

Appears in the notification bell after you sign in. Stored for 90 days.

  • Click a notification to open the related item.
  • Mark as read, or clear all.

Email

Sent to your verified account email.

  • Instant alerts or included in your digest.
  • Every email includes an unsubscribe this type link.

Push (browser)

Desktop/mobile browser notifications—even when the app tab is in the background.

  • Click Enable Push and allow notifications in your browser.
  • You can revoke permission from your browser at any time.

SMS (if available)

Short, time-sensitive alerts (e.g., security and critical system notices).

  • Requires a verified mobile number.
  • Message/data rates may apply.

Notification types

Category Examples Recommended Channel
Mentions & Comments @You in a comment, replies to your thread In-app Email Push
Assignments & Tasks Assigned to you, due date changes, status updates Email In-app Push
Security New login, password changed, too many failed sign-ins Email Push SMS
Projects you follow New files, milestones reached, status changed In-app Digest
Billing Invoice ready, payment failed, plan changes Email
System Maintenance windows, service incidents Email In-app

Exact options may vary by role and workspace configuration.

Frequency

  • Instant: sent as events happen.
  • Digest: one email per day or per week summarizing activity.
  • Mute: turn off any event type you don’t want.

Tip: Keep urgent items instant (security, assignments) and move the rest to a digest.

Quiet Hours

Silence non-urgent notifications during your off hours. Urgent security notices can bypass quiet hours.

  • Set a start and end time in your local timezone.
  • Push and SMS respect Quiet Hours when marked non-urgent.

Per-project controls & following

You can follow or unfollow specific projects to fine-tune noise levels.

  • Follow: get updates about milestones, files, and status changes.
  • Unfollow: remove those updates; you’ll still get direct mentions and assignments.
  • Overrides: some events (e.g., security) always notify you regardless of following status.

Verify & test your setup

Verify contact methods

  • Email: ensure your address is verified; check spam/filters.
  • Push: grant permission in your browser (Site settings → Notifications).
  • SMS: verify your mobile number and make sure short-codes are allowed.

Send a test

Use the Send test button in the Notifications tab.

  • If you don’t receive it, check troubleshooting below.
  • Tests respect your current channel and quiet-hour settings.

Troubleshooting

  • Check spam/junk and any corporate filters.
  • Confirm your email is verified in Profile → Edit.
  • Make sure the event type is enabled (not muted) and not “digest-only”.
  • Ask IT to allowlist our sending domain if company filtering is aggressive.

  • Ensure notifications are allowed for your browser and for our site.
  • Disable Focus/Do Not Disturb modes at the OS level.
  • Check that the event is set to deliver via Push (not digest-only).

  • Confirm your number is verified and supports short-codes or sender IDs.
  • Carrier filtering may apply—try toggling SMS off/on and re-verify.
  • Quiet Hours may be delaying non-urgent messages.

  • Switch non-urgent categories to Digest.
  • Unfollow projects you don’t need updates on.
  • Set Quiet Hours for evenings/weekends.

Manage your preferences

Reset to defaults

Use Reset in the Notifications tab to restore the recommended baseline for your role.

Per-message unsubscribe

Email footers include a one-click link to mute that specific type without affecting others.

Workspace policies

Admins may enforce critical notifications (e.g., security). Enforced items appear locked in your settings.

Security & privacy

  • We never send passwords or sensitive tokens in notifications.
  • Security alerts may include approximate sign-in location and device info.
  • Notification settings apply across your devices for the same account.

FAQ

Do Quiet Hours block everything?

Non-urgent categories respect Quiet Hours. Urgent security notices may bypass them depending on workspace policy.

Can I get only a digest?

Yes. Set categories to Digest and disable instant delivery for those event types.

How long are notifications kept?

In-app notifications are retained for 90 days. Emails and SMS remain in your inbox/messages per your provider’s policies.

Do settings follow me to new browsers?

Yes, but browser permissions for Push are device-specific. Enable Push on each device you use.

Need help?

If you run into issues, capture the time of the missing alert and contact support with the event type and preferred channel.

DOCUMENTATION

Our team is here to support your onboarding onto FolioProjects. In this section, we provide you with insight into the various features of the platform including projects, profiles, portfolios, and assets.

Expert Help Schedule Appointment
PARTNERSHIP NETWORK
PARTNERSHIP NETWORK
NEWSLETTER
Sign up for our newsletter to receive tips on community engagement, ESG, sustainability, asset management, reporting, and updates like features, discounts, and specials!. Subscribe
JOIN OUR DISCORD
Join the discussion in our discord group. Our developers and product managers are here to answer questions and support platform users. We discuss a range of topics related to FolioProjects including feature requests, bugs, and changes. Join Now