Setting Up Notifications in Proposaly.io

1. Introduction

What this article covers:
Learn how to manage user notifications and alert preferences in the Team Management view of Proposaly.io.

Who this is for:
Admins and Owners managing how their team receives updates.

Why it’s useful:
Customizing notification preferences ensures users get only the alerts that matter to them — via email, smartphone or both.

2. Notification Icons

Each team member has a Notification column icon:

Both Email & phone
Phone only 
Email Only
No notifications

Hover over icons to see what each one means.

3. Managing Notification Preferences

🔔 Note: Super Admins can manage team members’ notification preferences directly from the Team Management section by clicking the three-dot menu next to any user and selecting “Manage notifications.”

1. Access Team Management:
   
   - Click the Menu icon (☰) in the top-left corner
   - Select Team Management from the dropdown

    

2. Click the three-dot menu beside a user.
3. Choose Manage Notifications.
4. Select notification channels:
    
   • Email
   • SMS

   • Webhook (if enabled)

      

5. Choose team members (if email/SMS selected).
6. Click Save to confirm.
    

4. Status Filter Reminder

Use the Status Filter in Team Management to sort users:

• Active
• Pending
• Paused
• All

This helps when bulk-updating or reviewing settings.

5. Tips & Best Practices

• Enable SMS only for users who need urgent alerts.
• Adjust notification levels by role type (e.g., Admins vs. Guests).
• Review settings quarterly to avoid alert overload.
  
   

6. FAQs

Q1: Can users manage their own notifications?
A: Only Admins can set notification preferences at this time.

Q2: What types of events generate notifications?
A: Proposal shares, comments, overdue actions, messages, payments, and more.

7. Additional Resources

• Managing User Roles in Proposaly.io
• How to Use the Team Management Window
   

8. Conclusion

Notifications in Proposaly.io help your team stay informed, accountable, and responsive. Customize them to match your workflow and improve communication across proposals.

Need help? Contact support@proposaly.io or use in-app chat.

Additional Resources

• Setting Up Your Company Profile in Proposaly
• How to Customize Currency and Measurement Settings in a Proposal
• Master Templates vs. Regular Templates in Proposaly
• Managing User Roles in Proposaly.io