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Changing Roadmap Notification Preferences
Changing Roadmap Notification Preferences
Alex Masterson avatar
Written by Alex Masterson
Updated over 8 months ago

When a roadmap step has notifications enabled, Client Portal sends out an email to the client and the agent when the step is completed. If you no longer want to receive these emails, you can disable them in your account settings. Admins can disable them for their entire team, and individual users can disable them for themselves.

Topics in this article:

  • Changing Roadmap Notification Preferences for the Team (admin only)

  • Changing Your Personal Roadmap Notification Preferences

Use the table of contents on the right side of the screen to jump to a particular topic.

Changing Roadmap Notification Preferences for the Team (admin only)

You can change preferences in both Sisu and Client Portal. Where are you trying to change them today?

In Sisu

1. In Sisu, go to Admin > Team Settings > Notifications.

2. In-line with "Roadmap," click the toggle to either enable or disable step notifications for your team.

ℹ️ Note

Notifications are enabled when the toggle is orange. They're disabled when the toggle is grayed out.

In Client Portal

1. In Client Portal, go to Admin > Team Notifications.

2. In-line with "Roadmap," click the toggle to either enable or disable step notifications for your team.

ℹ️ Note

Notifications are enabled when the toggle is orange. They're disabled when the toggle is grayed out.

Changing Your Personal Roadmap Notification Preferences

You can change preferences in both Sisu and Client Portal. Personal preferences override team ones. Where are you trying to change them today?

In Sisu

1. Click your account profile icon and then select Notifications from the list that appears.

2. In-line with "Roadmap," click the toggle to either enable or disable step notifications.

ℹ️ Note

Notifications are enabled when the toggle is orange. They're disabled when the toggle is grayed out.

In Client Portal

1. Click the account profile icon and then click Notifications.

2. In-line with "Roadmap," click the toggle to either enable or disable step notifications.

ℹ️ Note

Notifications are enabled when the toggle is orange. They're disabled when the toggle is grayed out.

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