Notifications

Documentation Index

Fetch the complete documentation index at: https://docs.investsync.co.nz/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Notifications help you keep track of items that need review, items InvestSync has handled, and activity that may need a team member to check. Use the bell icon for a quick view, or open the Notifications page for the full list across your organisations.

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Open notifications

Select the bell icon in the top bar to see recent notifications. The bell shows unread items across your organisations, so you can spot important activity without switching workspaces first. Select View all notifications to open the full Notifications page. When you are using InvestSync, new in-app notifications can also appear as a small toast. Select the toast to open the item it relates to, such as an email item awaiting approval.

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Review across organisations

The Notifications page groups activity by organisation. Use the organisation list to focus on one organisation, or keep All organisations selected to review everything together. Each notification shows:

• The organisation it belongs to.
• The type of activity.
• The title and summary.
• When it was received.
• Whether it is unread.

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Work through unread items

Use Unread only to focus on items that still need attention. Select Open when a notification links to related work, such as an email item awaiting approval. InvestSync marks the notification as read when you open it. Use Mark read for an item that does not need further action. Use Mark all read when the visible list has been reviewed.

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Notification preferences

Open the bell icon and select the settings button to manage preferences for the current organisation. You can choose whether each notification type appears in the app and whether email notifications are sent immediately, as a digest, or not at all. Preferences are saved for you and the current organisation only.

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Good practice