Notification Settings

Notification settings control how and when you receive alerts about permit changes. These settings are personal - each team member can have their own preferences.

Accessing Notification Settings

1. Click your avatar (top right)
2. Select "Account settings"
3. Click "Notifications" tab

Alert Channel Preference

Choose how you receive notifications:

Email

• Detailed notifications
• Can be immediate or digest
• Good for review and archiving

SMS

• Brief text message alerts
• Immediate delivery
• Best for urgent awareness
• Requires phone number in profile

Both

• Email for details
• SMS for immediate alert
• Most comprehensive

Configure Channel

1. Find "Alert Channel Preference"
2. Select: Email, SMS, or Both
3. Save changes

SMS Configuration

To enable SMS notifications:

Add Phone Number

1. Go to Profile settings
2. Enter phone in E.164 format: +14155551234
3. Save

Enable SMS

1. Return to Notifications settings
2. Select SMS or Both as channel
3. Enable "SMS Notifications" toggle
4. Save

SMS Content

SMS messages are condensed:

• Permit number
• Brief change description
• 320 character limit

Event Scopes

Event scopes control which types of changes trigger notifications.

Available Scopes

Configure Scopes

1. Find "Permit Change Event Scopes"
2. Check boxes for desired scopes
3. Uncheck scopes you don't want
4. Save changes

Recommended Configurations

Minimal (low volume):

• ✅ Status
• ✅ Inspections
• ❌ Everything else

Standard (balanced):

• ✅ Status
• ✅ Inspections
• ✅ Fees
• ❌ Processing
• ❌ Attachments
• ❌ Related

Comprehensive (high volume):

• ✅ All scopes
• Use daily digest for email

Notification Scope Details

Status Changes

Triggers when permit status changes:

• "Pending" to "In Review"
• "In Review" to "Approved"
• "Approved" to "Issued"
• Any status transition

Recommended: Always enabled (most important scope)

Processing Events

Triggers for department review activity:

• Review started
• Reviewer comments
• Review completed
• Status within workflow

Note: Can be high volume. Disable if too noisy.

Conditions

Triggers when conditions of approval change:

• New condition added
• Condition modified
• Condition removed

Inspections

Triggers for inspection activity:

• Inspection scheduled
• Inspection completed
• Result posted (Pass/Fail)
• Inspection cancelled

Recommended: Enable if you coordinate inspections

Fees

Triggers for fee activity:

• New fee added
• Fee amount changed
• Fee marked paid
• Fee removed

Recommended: Enable if you handle payments

Attachments

Triggers when documents change:

• New document uploaded
• Document removed
• Document version updated

Note: Lower priority for most users

Related Records

Triggers for related permit links:

• Related permit added
• Related permit removed
• Parent/child relationships

Alerts

Special system alerts:

• Warnings about permit
• Important notices
• System-generated alerts

Per-Organization Settings

Notification settings can differ by organization:

1. Switch to target organization
2. Go to Notification settings
3. Configure for that org
4. Settings saved per-org

This allows:

• Different urgency levels per client
• Focused monitoring per business
• Reduced noise for inactive orgs

Testing Your Setup

Verify Notifications Work

1. Ensure permits are on Watchlist
2. Wait for changes to occur
3. Check selected channels
4. Adjust if needed

Common Issues

• No notifications: Check channel and scopes enabled
• Wrong channel: Verify selection saved
• Too many: Reduce scopes or use digest

Troubleshooting

Related Documentation

• Email Notifications
• SMS Notifications
• Notification Preferences
• Event Scopes Reference