Where to find your message notifications
All message notifications are centralized in the "bell" at the top right hand corner of the screen. The notifications include:
New job requests from your website or social media (if connected to Plannit)
Document approvals/refusals (accepted quotes, paid invoices, etc.)
Internal messages sent to a specific employee
Confirmations or mass mailings, mass printing operations
You will be notified of any incoming communication by a red dot next to the bell.
How the information is organized
The information has been organized in the following "views"
Show all types of messages
Show only messages from the company
Show only messages that are addressed to you
Show only "unread" messages
How to manage your messages
To view the details of a message: click on it (you can answer directly from the communication window if it is a request from the portal or an internal message)
To know if it has been read : if read, the tile will turn white and the envelope symbol will appear as closed.
NOTE: company" notifications will appear as "read" or "unread" to all users who have access to them, while "personal" notifications will only be visible to the employees they are intended for.
To delete a message: click on the trash can inside the tile
Additional notes for your users
An administrator must activate the required "notifications" in the "User licences" settings in order for them to receive notifications
The user must authorize the Plannit application to send notifications in their mobile phone settings in order to receive the notifications
A user cannot delete messages sent by other users
