Notifications

Control notification defaults, team overrides, and personal preferences.

Where to find it: Settings → Notifications

Who can access it: All team members can manage Your notifications. Only admins can manage Account notifications and Team notifications.

In-app notifications appear in the profile menu. A red badge shows unread items. The Notifications tab shows notification details. The Activity tab shows items marked as Indicate Activity.

See How notifications appear for more detail.

What it does

Notifications let you control which events trigger alerts and how they are delivered.

You can configure notifications at three levels. The most specific setting always wins.

Notification levels

Level	Scope	Override behavior
Account notifications	Default settings for the whole account	Applies to everyone unless a team or personal setting overrides it
Team notifications	Settings for one team	Overrides account defaults for that team
Your notifications	Personal settings for one team member	Overrides both team and account settings

The cascade is:

Account < Team < Personal

Notification groups

Events are grouped by entity and ownership so you can tune alerts in bulk.

Built-in groups

• Assigned customers — Events for customers assigned to a team member

• Involved projects — Events for projects where a team member is involved

• Assigned tasks — Events for tasks assigned to a team member

Depending on your setup, you may also see other groups, such as Team's customers, or custom groups created in your account.

You can also click + New notification group to create your own filtered groups.

Delivery channels

Each event can be configured per channel.

Channel	Available options
In app	Notification, Indicate Activity, or Off
Email	Coming soon
Summary	Coming soon

In app options

Option	What it does
Notification	Appears in the Notifications tab with a red badge counter
Indicate Activity	Added to the Activity tab as a counter
Off	Not shown anywhere

How notifications appear

In-app notifications appear in two places:

• A red badge on the profile avatar in the main menu shows the unread Notifications count

• Clicking the profile avatar opens the notification bar on the Notifications tab

• The Notifications tab shows notification details

• The Activity tab shows items configured as Indicate Activity

Use the filters at the top of the Notifications view to control what you see:

• Only unread shows unread items only

• Show all includes read items

• Mark all as read clears the unread count

Grouped view

Use Grouped to reduce noise from repeated events on the same item.

Grouped view combines related events into one notification thread instead of showing each event separately.

This works well for high-activity records, such as customers or projects with many updates in a short period.

Open the grouped notification to review the latest change without scanning a long list of near-duplicate alerts.

How to configure notifications

1

Choose the level

Open Account notifications, Team notifications, or Your notifications depending on where you want the rule to apply.

Only admins can edit Account notifications and Team notifications.

2

Find the right group

Pick the notification group that matches the work you want to monitor, such as Assigned customers or Assigned tasks.

3

Change one event or many

Click any cell to change the delivery method for one event.

Click a column header to apply the same delivery method to every event in that group.

4

Set the default for future events

Use Default for new event types to decide how newly added events should behave in that group.

The default can be left on Auto or changed to a specific delivery method.

What you can change on this screen

Each notification group opens a list of event types.

For each event, you can set the channel behavior individually.

You can also:

• Click an In app column header to update all events in that group at once

• Use + Add event to add another event to the current eligible group

• Use + New notification group to create a custom group

Add event

+ Add event lets you add event types that are not included in a notification group by default.

You can also add a filter so the event only triggers for specific items.

For example, you can notify only for customers in a specific segment.

+ Add event is only available in Account notifications for eligible groups.

It is not shown for every group.

Groups that already reference a base group do not show + Add event.

New notification group

+ New notification group lets you create a custom notification group for a specific subset of items.

This takes two steps:

1. Pick an entity type: Customer, Project, Task, or Comment

2. Choose the scope:

   • All — all items of that type in the account

   • Team — items assigned to the team

   • Custom — define a name and add a filter to control exactly which items trigger notifications

Not every entity type supports every scope option.

For example, some entity types may only show Custom.

Use this when the standard groups are too broad.

For example:

• enterprise customers only

• projects in the onboarding phase only

How defaults work

Default for new event types controls what happens when Startdeliver adds a new event to an existing group.

If it is set to Auto, new event types use the system default.

Change it when you want to override that default before new event types appear.

For example, set it to Off if you want future event types in that group to stay muted automatically.

Common scenarios

We want account-wide defaults, but teams need flexibility

Set the broad baseline in Account notifications. Then let each team adjust only the groups that differ for their workflow.

A user wants fewer notifications than the rest of the team

Keep the team settings as they are. The user can reduce noise in Your notifications without changing anyone else.

We want to avoid noise from future event types

Set Default for new event types to Off in the relevant group. New events in that group stay muted unless someone enables them later.

We need a focused notification set for one subset of customers

Create a + New notification group and use a Custom scope with filters. This works well for cases like enterprise customers, renewal-risk accounts, or any segment your team wants to watch closely.

Only the In app channel is currently available. Email and Summary are planned.