Notifications

Spine tells you when something needs you: a customer accepts a quote, a payment arrives, a milestone is completed, an expense is approved or a meeting is about to start. Every notice appears under the bell. Depending on what it is and what you’ve turned on, it can also arrive as a browser notification on your device, an email, or in your daily digest.

Who can do this

Everyone gets notifications about what they’re allowed to see. Each person sets their own browser notifications, digest and reminder time in Settings › Your account › Notifications. Owners set the business’s default reminder time.

The main ideas

• The bell shows how many notifications you haven’t read and opens a panel of recent ones. Read state is the same on every device.
• Only what you can see. Notifications follow permissions. Field users never hear about money, and a private meeting only notifies its organiser and attendees.
• Browser notifications reach you even when Spine isn’t the tab you’re looking at. You turn them on per device.
• The daily digest is one email each morning with what needs you today and what happened yesterday.
• Meeting reminders arrive a set time before meetings you organise or have accepted.
• Switched-off modules are quiet. Nothing is sent about a module that’s off in Settings › Modules.

The Notifications panel open from the bell, titled Recent activity across the org., with Mark all read and recent notifications, each with a message, time and link

Tasks

• Use the notification bell — open recent notifications and mark them read.
• See what you’re notified about — what triggers each notification, and who gets it.
• Turn on browser notifications — get alerts on this device.
• Choose when your daily digest arrives — turn it on or off, and pick the time and days.
• Set your meeting reminders — your own lead time and the business default.
• See notifications on the phone — the field app’s notification list.

Related

• Meetings — inviting people and responding to meetings.
• Settings and data export — emails and the email log.