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User notification settings

Manage how and what notifications are delivered to you.

J
Written by Jakub Konieczka
Updated over a week ago

The 2.0 update further comes with lots of product enhancements and much-desired features our users have asked for across key pillars of real estate operations: project management, investor lifecycle management, risk and compliance, financial management and business intelligence. 💡

kodehyve 2.0

Each user type has its own list of specific settings that they can control, according to their access level. Below are the full lists of settings from each user type's perspective:

Internal user

  • User actions

    • Company profile completion submitted

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • User profile completion submitted

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Signatures

    • Signature request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Optional OFF

    • Signature request completed

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Projects

    • Project has been shared with you

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Files & Invoices

    • File upload request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Requested file has been uploaded

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • File has been uploaded to your profile

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • File has been updated in your profile

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • File has been shared with you

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Tasks

    • You’ve been assigned to a task as assignee

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • You’ve been unassigned to a task as assignee

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • You’ve been assigned to a task as reporter

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • You’ve been unassigned from a task as reporter

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Status change

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Comment added

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Due time reminder

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Comply

    • Comply case submitted by client

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Signature request completed

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • You've been assigned as a case manager

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

Client

  • User actions

    • Company profile completion request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • User profile completion request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Signatures

    • Signature request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Optional OFF

    • Signature request cancelled

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Comply

    • Request to complete a comply case

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Request to provide further information

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Signature request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Signature request cancelled

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Files & Invoices

    • File upload request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Tasks

    • You’ve been assigned to a task as assignee

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • You’ve been unassigned to a task as assignee

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Status change

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Comment added

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Due time reminder

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

Subcontractor

  • User actions

    • Company profile completion request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • User profile completion request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Signatures

    • Signature request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Optional OFF

    • Signature request cancelled

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Projects

    • Project has been shared with you

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Files & Invoices

    • File upload request

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

  • Tasks

    • You’ve been assigned to a task as assignee

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • You’ve been unassigned to a task as assignee

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Status change

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Comment added

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available

    • Due time reminder

      • Push in portal: Mandatory ON

      • Email: Optional ON

      • SMS: Not available


kodehyve 1.0

This page is not available in kodehyve 1.0 and notifications are set per each action individually by internal user.

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