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How do I get notified when a client completes a workflow?

When a client finishes every step of a portal workflow, we can let you know straight away - no need to open their portal to check. The notification appears on your Home dashboard and, if you like, in your inbox

It's switched on by default for in-app notifications, so you may already be receiving them.

1. Open your notification settings

  1. Click your profile picture (or initials) in the top-right corner.

  2. Click "Personal settings".

  3. Click "Notifications" in the left-hand menu.

2. Turn on "Portal workflow completed"

Scroll down to Portal notification settings and find the "Portal workflow completed" row. It has two checkboxes:

  • In-app (on by default) — the notification appears on your Home dashboard.

  • Email (off by default) — you also get an email each time a client completes a workflow.

  1. Tick the boxes you want.

  2. Click "Save".

3. Choose which portals you hear about

The "Subscribe to all portals" switch, at the top of Portal notification settings, decides which portals send you notifications:

  • On — you're notified about every portal you have access to. To mute a particular portal, go to Portals/[portal group], click the "..." menu next to that portal and choose "Unsubscribe from notifications".

  • Off — you're only notified about the portals you've subscribed to one by one. Use the same "..." menu to subscribe to a portal.

Tip: if you have 100 portals and don't want to hear from 5 of them, it's easier to keep the switch on and unsubscribe from those 5.

What you'll see

When a client completes the last step of a workflow, a notification appears in the Notifications list on your Home dashboard. It reads:

[Client name] completed workflow [workflow name] in portal [portal name]

  • Click the workflow name to open the completed workflow and review the client's answers.

  • Click the portal name to go to that client's portal.

If you ticked "Email", you'll also receive an email with the same details.

Good to know:

  • You're only notified when the whole workflow is finished, not after each step.

  • Only your team members (company users) with access to that portal are notified. Your clients never receive this notification.

  • If you untick "In-app", these notifications stop appearing on your dashboard.

What else can you do?

Note that you can fine-tune quite a few other portal notifications on the same page. You can:

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