Manage company communication preferences

Short summary

Set your company-wide communication preferences in the Business Portal. You can choose the default phone channel and manage default notification settings for team members and clients.

When to use this feature

Use this feature when you want to:

• choose how phone-based messages are sent
• set default notification behavior at the company level
• update default notification settings for team members
• update default notification settings for clients

Step-by-step instructions

1. In the Business Portal, go to Menu → Company → Settings, then open the "Communication" tab.

!Screenshot: Communication tab in Settings

1. In "Communication preferences", review the device notification preferences:

• "Email" is set to "Always on".
• Under "Phone", choose one option:

  - "WhatsApp with SMS fallback (recommended)"

  - "SMS only"

  - "WhatsApp only (not recommended)"

1. If available, click "Link WhatsApp" to connect WhatsApp for phone-based messaging.

1. In the notification defaults area, choose which settings you want to manage:

• "Team Notifications"
• "Client Notifications"

1. Click "Edit" for the section you want to change, then update the notification settings. Your changes apply as the company default for that section.

▶ Watch video: Edit communication preferences

1. To reset a section back to the system defaults, click "Restore default".

Notes & limitations

• "Email" cannot be turned off.
• Only the owner and integrators can access notification defaults.
• Company-level settings are used as defaults when no more specific notification settings exist.
• For team members, more specific settings can override company defaults.
• For recipients, recipient-specific settings can override company defaults.
• "WhatsApp only (not recommended)" does not use SMS fallback if delivery fails.

Troubleshooting

Why are my company defaults not being used for a team member?

A more specific notification setting may exist. For team members, the priority is workspace level, then user level, then company level.

Why are my company defaults not being used for a recipient?

A recipient-specific notification setting may exist. Recipient settings override company recipient settings.

Can I turn off email notifications?

No. "Email" is always on.

Why did a phone message go by SMS instead of WhatsApp?

If your phone setting is "WhatsApp with SMS fallback (recommended)", Proposaly tries WhatsApp first and uses SMS if WhatsApp is not supported or the message is undelivered.