Follow your notifications

The system sends you notifications when something concerns you: a request waiting for your approval, a document assigned to you, a reminder that falls due. They collect behind the bell at the top of every screen, so you can deal with them when it suits you.

The bell

The bell sits in the header, next to your photo. A red number on it shows how many notifications you have not read yet; above 99 it shows 99+. A ring around the bell means at least one of them is urgent or high priority. New notifications appear straight away, with a short message in the corner of the screen and a View button; urgent ones stay on screen until you close them.

Read your latest notifications

1. Select the bell. The notifications panel opens at the side of the screen.

2. Read the list. It is grouped into Today, Yesterday, This week and Earlier. Each notification shows its title, its message and how long ago it arrived; urgent and high-priority ones carry an Urgent or High label.

3. Select a notification to deal with it. The system marks it as read and opens the record it is about.

The panel has two tabs, All and Unread, and a row of categories (such as Sales, HR or System) to show only one kind. Each notification also has a menu with Mark as read or Mark as unread, and Archive.

At the bottom of the panel:

• Mark all as read clears the red number. With a category selected, it marks only that category.

• View all notifications opens the full list.

What opens when you select a notification

Wherever you select a notification, in the panel, on the Notifications page or with View on the pop-up, it opens the record itself, not its list: the invoice, purchase order, leave request, expense claim, loan, guarantee or task.

When the item is part of a larger record, the larger record opens on the right tab with the item highlighted. A submittal opens its project on the Submittals tab, a punch item on the Punch items tab, and a variation opens its contract on the Variations tab. A notice about a deleted invoice opens the customer it was issued to.

If the record has since been deleted, you see This item is no longer available, with a Back to the list button. If you see You don't have access to this item, your group does not grant that screen: ask your administrator for access, or ask the sender to handle it.

See and tidy every notification

The Notifications page lists everything you received, newest first, in three tabs: All, Unread and Archived. You can:

• search, and filter by category, priority and date;

• tick several notifications, or Select all on this page, then mark them as read, archive them or delete them;

• restore an archived notification with Restore to inbox.

Archiving takes a notification out of your inbox and keeps it. Deleted notifications cannot be recovered.

How notifications reach you

Your administrator decides, for the whole company, which notifications are sent and how: in the app, by e-mail, on your phone, by SMS or by WhatsApp. That is set up in notification settings. There are no personal switches: the preferences link in older notification e-mails now opens a page saying that your administrator manages notifications. If you get too many, or miss some, ask your administrator.

Every notification arrives here in the app, whatever else is switched on. Notifications reach you in your own language, the one set on your user.

E-mail copies go only to a verified e-mail address. Your address is verified when you open the verification link your administrator sends you, or when you set your password from a welcome or password-reset e-mail. Until then you still get every notification under the bell and on your phone; only the e-mail copy is held back. See verify your e-mail address.

Each notification e-mail has a single button that opens the related record on your company's own Rocket ERP address, and a line at the bottom saying why you received it. On your phone, tapping a notification opens the record in the app; see notifications on your phone.

Your workspace's plan includes a monthly allowance of e-mails, SMS, WhatsApp messages and mobile push notifications. When one is used up, notifications still arrive here in the app; only that channel's copy waits until next month. See Notification usage.

Notifications are personal: each user sees only their own, and nobody is notified about something they did themselves. Warnings for the whole business, such as low stock or overdue purchase orders, are also notified to the people responsible and collected on the Alarms dashboard. To see which notifications exist and who receives each one, see Which notifications Rocket ERP sends.

Common questions

Messages from colleagues do not appear under the bell. Chat messages have their own icon, the speech bubble next to the bell. See Chat with your colleagues.

I get notifications under the bell but no e-mails. Your e-mail address is probably not verified yet. Ask your administrator to send you a verification link, then open it.

I stopped getting e-mails or SMS for a notice. Your administrator may have switched that channel off, or your workspace may have used this month's allowance for it. The notice is still under the bell.