Notifications

Use this topic for review business events.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Notifications

Audience

Business owners and staff authorized to review business events.

Permissions

  • Business owners and staff with notification access may use this view.

Actions

Open notification
Use Open notification to support review business events.
Mark as read
Use Mark as read to support review business events.

Statuses

Unread
The record is currently unread.
Read
The record is currently read.

Workflow

  1. Open Notifications.
  2. Review the record and its current status.
  3. Choose Open notification and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

An expected notification is missing
Check the source record and the staff member access scope