Managing User-Based Notifications

Managing User-Based Notifications

Introduction

Matters.Cloud strives to provide users with seamless communication and ensure they stay informed about important updates, tasks, and events. By managing your notification settings, you can tailor your experience to receive only the updates that are relevant to your needs. This article will guide you through the process of customizing your notifications.

Instructions

Step 1: Log in to Matters.Cloud
  1. Access your Matters.Cloud account with your credentials.
Step 2: Navigate to User Profile Settings
  1. Click on your name in the top-right corner of the dashboard.
  2. From the dropdown menu, select "Edit user profile".
Step 3: Access Notification Settings
  1. Click on the "Notifications" tab within your profile settings.
  2. Here, you'll see a list of all available notification options.

Notification Options

You can manage the following categories of notifications:
  1. Clients: Receive notifications when a new client you are responsible for is created or when an existing client is updated.
  2. Contacts: Receive notifications when a new contact you are responsible for is created or when an existing contact is updated.
  3. Organizations: Receive notifications when a new organization you are responsible for is created or when an existing organization is updated.
  4. Matters: Receive notifications when a new matter you are responsible for is created or when an existing matter is updated.
  5. Opportunities: Receive notifications when a new opportunity you are responsible for is created or when an existing opportunity is updated.
  6. Invoices: Receive notifications when an invoice (or draft invoice) is assigned to you.
  7. Tasks: Receive notifications when a new task you are responsible for is created or when an existing task is updated.
  8. Daily Email: Enable a daily summary email to receive an update on tasks assigned or overdue, planned events and matters you are responsible for which exceed their fee estimate threshold.


How to Enable or Disable Notifications

Step 1: Locate the notification option you'd like to manage.
Step 2: Toggle the button next to each option to enable or disable notifications according to your preferences.
Step 3: Click the Submit button in the bottom left-hand corner to save your changes.

    • Related Articles

    • Managing User Roles in Matters.Cloud

      Overview In Matters.Cloud, user roles control the permissions and access levels granted to each user, enabling administrators to tailor the platform’s features according to users’ specific responsibilities. This guide walks you through managing user ...

    • Managing Outside Counsel Guidelines

      Overview Outside counsel guidelines (OCGs) have become a standard part of the relationship between law firms and their clients. Typically, OCGs are created by in-house counsel and set out the policies and procedures governing the relationship, ...

    • Understanding Role-Based Permissions and How to Manage Them in Matters.Cloud

      Introduction Role-based permissions in Matters.Cloud are designed to help administrators control user access to features and data across the system. This ensures users only have access to the information and actions necessary for their roles, helping ...

    • Managing Invoice Payments in Matters.Cloud

      Introduction This knowledge base article provides a comprehensive guide for managing invoice payments within the Matters.Cloud platform. It covers recording new payments, deleting payments, and creating invoice write-offs. Follow these instructions ...

    • Managing Users in Matters.Cloud

      Introduction Matters.Cloud allows for streamlined management of users, from onboarding new team members to deactivating users as needed. This article will guide you through the user management features within Matters.Cloud, including how to add new ...