Notification Settings Overview

Estimated reading time: 3–4 minutes

Overview

Notification Settings help keep your team informed about important activity across Coperniq. You can control which notifications are enabled, how they are delivered, and who receives them.

Access Notification Settings

1. Click the Settings (gear) icon in the bottom-left corner of Coperniq.

2. Under Company Settings, select Notifications.

3. Use the categories on the right to quickly navigate between notification types.

   

Manage Notifications

Each notification shows:

• Delivery Methods — where the notification is sent, such as Inbox, Email, Push, or SMS.

• Receivers — who receives the notification, such as Key Members, Roles, Teams, Assignees, or other relevant users.

Use the toggle next to a notification to enable or disable it. Click Edit to update its delivery methods and receivers.

Available delivery methods and receivers vary by notification.

Notification Categories

Notifications are organized by area, with each category covering alerts related to a specific part of Coperniq.

Communication

Communication notifications keep users informed about messages and activity across Coperniq, including:

• @Mentions anywhere in the Platform

• All Portal messages received

• Email received

• SMS received

• Portal document uploaded

• Call missed

• Message reactions

  

Accounts

Account notifications keep teams informed about Account activity and assignment changes, including:

• Account created

• Account Owner updated

  

Opportunities

Opportunity notifications cover creation, assignments, appointments, Portal activity, and referrals, including:

• Opportunity created

• Opportunity Project Manager updated

• Opportunity Owner updated

• Opportunity Sales Rep updated

• Today's Appointment updated or deleted

• Future Appointment updated or deleted

• Opportunity created in Portal

• Referral submitted

  

Projects

Project notifications keep teams informed about new Projects and assignment changes, including:

• Project created

• Project Manager updated

• Owner updated

• Sales Rep updated

  

Tasks & Work Orders

These notifications help teams stay on top of Work Order assignments, collaborators, visits, and due dates, including:

• Assignee updated

• Collaborators updated

• Today's Visit updated or deleted

• Future Visit updated or deleted

• Work Order due

• Subcontractor approved

• Subcontractor rejected

  

Forms

Form notifications keep users informed about assignments, collaborators, and due dates, including:

• Form assignee updated

• Form due

• Collaborators updated

Collaborator notifications are available for Work Orders and Forms.

Documents

Document notifications help teams track document assignments and signing activity, including:

• Document phase assigned

• Document completed

• Client signed a document

  

Proposals

Proposal notifications keep teams informed about proposal activity, including:

• Proposal sent to client

• Proposal accepted

• Proposal changes requested in Portal

• Proposal declined

  

Reminders

Reminder notifications help users stay on top of assignments and due dates, including:

• Reminder due

• Assignee updated

• Due date updated

  

Geolocation

Geolocation notifications support location-based time tracking, including:

• Notify when clock in and out automatically

• Remind to clock in and out manually when near a location

These notifications can be delivered through Push and SMS to the assignee.

Geolocation notifications are sent when Geofencing is enabled. Users can manage this feature in the mobile app under Settings → Preferences.

File Requests

File Request notifications help teams track files sent for review.

• File request sent to review

Receivers can include Key Members, Roles, and Teams.

Systems

System notifications alert designated users to important system activity, including:

• Systems Budget exceeded

• System alert triggered

Delivery methods and receivers can be configured based on who needs to receive these alerts.