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
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
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
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.