Notifications about important things happening on your Client Portal in SuperOkay are broadcasted over Channels.
Where are notifications delivered?
The Channels available today are:
Inbox
Your Inbox tab on the main app navigation. Here you'll see all new activity that was not performed by yourself. Eg.: if you upload files to the Shared folder, you won't see a notification about them here.
The Activity tab on any project shows filtered notifications that apply just to that project
The Activity tab on a Folder, Doc, or File shows filtered notifications that apply just to that document
Project Timeline
These are notifications your clients will also see as part of the Timeline module.
They include all events that would otherwise also generate an email notification and should be visible to the client.
Email
For some events, we also send out an email notification either to your team, or to your client contacts.
What are the actions that trigger a notification?
Action | Channels | Who gets it? |
ποΈ Docs & Files |
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A folder, doc, or file from within the π Shared folder changes status. | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
New folders, docs, or files are uploaded or moved to a project's π Shared folder. | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
New Docs are added to your Organization's Library | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
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π Public Links |
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A Public Link is viewed for the 1st time | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
A Public Link is viewed | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
Q&A Content Blocks are answered on a Public Link | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
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βοΈ Tasks |
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A Task is created on a Project, Folder, Doc, or File | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
A Task is assigned to a team member or a Client Contact after being created. | β Inbox β Project Timeline β Email | β The person it is assigned to |
A Task is completed | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
A completed Task is reopened | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
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π¬ Comments |
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A comment is added to a Folder, Doc, or File | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
A comment is resolved | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
A comment is reopened | β Inbox β Project Timeline β Email | β Your Team β Client Contacts |
βFrequently Asked Questions:
Why am I not seeing some notifications in the Inbox tab?
Notifications on actions you performed are not displayed in the Inbox tab. Otherwise, it would become quite noisy with notifications about stuff your jus did
Why do my clients get emails every time I add docs or files to the Shared folder?
The π Shared folder is your common space with your clients. Whenever something gets added there, it's assumed it is meant to be seen by everybody.
If you have work in progress docs & files, we would suggest working on them in a folder outside the π Shared folder, and moving them to Shared once you're ready for your client to see them.
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