In CashCloud, you can customize notifications according to your preferences. Receive alerts via email, within the app, or both.
đ To keep in mind: Only Owners and Admins can change notification settings.
Configuring Notification Preferences
Access Notification Settings
Navigate to Settings on the left-hand sidebar by clicking the gear icon.
Select Notifications from the settings menu to manage your notification preferences.
Choose Your Notification Method
At the top of the Notifications page, choose whether to receive notifications via:
Email
In-App Alerts
Both
This setting will apply to all notifications.
Customize Notification Categories
CashCloud allows you to opt-in to notifications for specific categories. The categories include:
Bank Accounts: Notifications when a bank account is created, updated, or deleted.
Banks: Notifies when a user creates, updates, or deletes a bank.
Payees: Alerts when a payee is created, updated, deleted, or completes onboarding.
Data Groups: Notifies when a user creates, updates, or deletes a data group.
Manual Imports: Notifies when a user performs a manual data import.
Batches: Notifications when a batch is created or deleted.
Transactions: Notifies when a user creates, updates, or deletes a payment.
Role Permissions: Notifies when a user creates, updates, or deletes role permissions.
Template: Notifies when a user creates, updates, or deletes a template.
Approvals & Signatures Workflows: Alerts for actions taken on workflow approvals or signatures.
Output: Notifies when a user updates printer configurations for documents.
Reprint: Alerts when a check is reprinted.
Print and Mail: Notifies when a user places an order, when the order has been mailed, or when someone cancels an order.
To enable or disable notifications for any category, use the toggle next to each option. If the toggle is purple, notifications are enabled; if gray, they are disabled.
Assign Users to Notifications
If youâve chosen to receive notifications via email, youâll need to specify which users should get them for each notification type. To do this, click âAdd Usersâ and select the appropriate users. Up to ten users can be added to each notification type.
You can also notify external recipients by entering their email addresses. To edit the email or to remove it, click on the pencil and x icon accordingly.
Viewing Notifications History
To view your notification history, click the clock icon at the top right corner of the Company Notifications page.
You will be redirected to a table that tracks all notifications sent in your CashCloud account. The notification type, message, date & time of creation, and related action are all recorded and can be accessed at any time.
