How to Manage Client Notification Preferences

Control which notifications are sent to each of a client’s email addresses.

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Managing notifications per email address

You can assign specific notification preferences to each email address on a client’s account, so the right updates go to the right contact. To set this up:

1. Go to Clients and open the client’s record.
2. Navigate to Settings > Emails.
3. Add a new email address. The address must be verified before notification preferences can be configured.

4. Once verified, click the three dots next to the email address and select Manage Notifications.

5. Choose which notifications that address should receive across the following categories:

• Billing — Invoices, payment confirmations, and reminders.
• Marketing — Promotional and product updates.
• Support — Ticket activity and responses.
• Service Updates — Subscription and provisioning notifications.

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Client area

From the client panel, go to My Account > Profile > Add new to add a new email. Click the three dots next to the email address and select Manage Notifications.

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Managing notifications from an email link

Notification recipients can manage their preferences or unsubscribe directly from a link included in any notification email, without needing to log in. Preferences available from the email link cover updates across billing, support, and service activity. Essential system notifications remain on by default and cannot be disabled.