Latest updates from the Dubsado team
Originally posted: February 27th, 2020
This is a slow roll out. If you don't have it yet, you should soon.
There's no feeling quite like the joy felt when you get little reminders that your business is running smoothly. Contracts being signed, invoices being paid, and appointments being booked are all some of the little victories worth celebrating! As we continue to add new features to Dubsado, the number of notifications you can receive has also grown. Sometimes you feel that you DON'T need to get an email every time Joleena makes a change to the questionnaire you sent her. That's where this new feature can help: Notification Toggles!
With these new options you will be able to customize what notifications you receive from Dubsado! You get so many emails throughout the day and this is a way to help make sure you can see the notifications for what really matters to you!
The notifications page is where you can customize what notifications you receive. The main section of this page is a list of all of the different times you will receive. For each notification, you will have the option to toggle whether or not you receive that notification in-app and via email.
This new page can be accessed via the new Notifications section on the Settings page. These settings are unique in that and edits made on this page are USER specific per brand, meaning that changes you make in your account WILL NOT affect any of your Multi-Users. The same is true for your Multi-Users, their selections will not affect you or any other additional user. The "per brand" aspect means that the settings here will also only take place in the brand to which you save them. If you are have multiple brands in your Dubsado account, the notifications settings will have to be set for each one. You can have different settings for any brand.
As part of the feature, we have added an additional email field: the Notification Email. This is the email where your selected notification emails will be sent. Previously the Brand Email, which can be set in the Branding Section on the Settings page, doubled as the email where notifications were sent. With the additional option of having your Multi-Users receive their own notifications, a new email address will now be collected.
In order to keep current functionality, any existing Dubsado account will have this Notification Email automatically populated with the existing Branding Email so that notifications continue to be sent to your chosen email address. This will only take place for the Owner of the account. Any additional user, Admin or Basic User will have their Login Email populate as the Notifications Email. These users will not receive email notifications until they enable the Emails further down the page.
Any Dubsado user created after Feb 28, 2020 will automatically have the Login Email default as this Notification Email.
To recap there are three distinct email fields used for various purposes:
Moving to the main purpose of this page! The main section of this page will be the list of the different notifications where you can set your notification preferences! The list is broken down into different sections based on different features in Dubsado that could trigger a notification.* Within each section you will see all of the different events when a notification could be sent. This toggles on the left of each event allow you to choose whether or not you receive a notification for that event.
*The Brand owner and any admins of a brand will see a list of all possible notifications broken down these sections. Basic users of a brand will only see the sections they have access to based on the permissions given to them by the owner/admin of an account. Basic users will not receive any notifications for events to which they do not have permission to view.
After you choose what notifications you wish to receive and press Save, you will start to receive notifications for only the events you have enabled. If no changes are made, you will continue to still receive notifications based on default settings. Depending on what role you have within a brand will determine the different Notification default settings.
Brand Owner
Both Dashboard and Email notifications are enabled for all events.
Admin User
Dashboard notifications are enabled for all events. Email notifications are disabled for all events.
Basic User
Dashboard notifications are enabled for any event that a user's permission permits. Email notifications for those same events are disabled.
When an event triggers a notification, each user within the brand that has a notification for that event enabled will receive that notification. Notifications are no longer shared across the brand allowing for different users to clear out any notification separately from the other users.
In addition to the Permission based restrictions, basic users will also only receive notifications for projects to which they are assigned. If a form is filled out in a project not assigned to a basic user, they will not receive a notification even if the alert for when a form is complete is enabled.
As we continue to add new features to Dubsado, the list of Notifications will continue to grow! We also hope to add new ways for you to be notified in the future! As we add to this list, we will make sure to keep everyone in the loop!