FAQs: Alerts Panel

The Alerts Panel keeps you informed with real-time updates on payments, account notifications, and any important actions you need to take.

1. Where to Find the Alerts Panel You’ll see the Alerts Panel as soon as you log in. You can also access it anytime from the top right corner of your dashboard.

2. What Alerts Will I Receive? You’ll receive notifications for:

• Payment confirmations and issues

• Account notifications

• Important updates or required actions

3. Do I Need to Enable Alerts? Nope! Alerts are automatically displayed so you never miss anything important.

4. Questions About an Alert? If you’re unsure about an alert or need help, reach out to our support team through the Help Center or chat with us on the platform.

📌 Pro Tip: Check your Alerts Panel regularly to stay on top of key updates!

5. Can I choose which alerts to be notified of? Not yet! But we’re working on a flexible setup where you’ll be able to:

• Choose what types of alerts you receive

• Define where you receive them (In-app, Email, WhatsApp, Slack, Microsoft Teams)

• Set custom timing and preferences

6. Who from my team receives alerts? Currently, only admins receive alerts to maintain privacy and control. We’re planning an update that will allow team managers to receive team-specific notifications in the future.

7. Why do I get some emails but don’t see them in the Alerts Panel (and vice versa)? Emails are mostly confirmation-based (e.g., payment completed, contract signed), while the Alerts Panel focuses on action-required notifications. We’ll soon be working to unify all notifications into a single center.

8. What if I don’t see an alert I saw before? The Alerts Panel displays only the 30 most recent alerts to keep things streamlined. Older alerts are automatically removed from the list.

9. Can I organize alerts by topic? Right now, alerts are displayed chronologically with the most recent at the top. Future updates will introduce options to:

• Filter by topic

• Use unread and priority filters

• Enjoy more powerful organization tools

Stay tuned for updates that make the Alerts Panel even more useful!

If you have further questions,

feel free to contact our support team via chat OR

your dedicated Account Manager if you have one 😊