Required role: Owner or Admin to configure organization-wide notification settings. All members can manage their personal notification preferences.
Organization-wide notifications
1
Go to Settings
In the left sidebar, click Settings, then Notifications.
2
Configure notification triggers
For each module, toggle on or off the events that should trigger notifications:Work Orders
- New work order created
- Work order assigned
- Work order status changed
- Work order completed or overdue
- New booking submitted
- Booking approved or rejected
- Booking reminder (configurable time before booking)
- Purchase request submitted
- Purchase request approved or rejected
- Purchase order sent or goods received
- New service request submitted
- Service request status changed
- Comment added to a request
3
Save
Click Save Changes. Notification settings apply to all members in the organization.
Personal notification preferences
Each member can manage their own notification preferences from their profile:1
Go to your profile
Click your avatar or name in the top-right corner, then select Profile Settings.
2
Update notification preferences
Toggle on or off the specific notification types you want to receive. Each type has an Email, In-app, and Push switch. Push sends the notification to the Relyant mobile app and is on by default for Needs action items.
3
Save
Click Save. Personal preferences override organization defaults for your account.
Education notifications
The Edu section of your notification settings has these groups:
You can mute the assignment and mention notifications. The two severity alerts are safeguarding alerts, so they’re always on for every channel and their switches are locked.
Parents linked to a child also see a Your children section. See Parent portal.
Your inbox
Click the bell in any app to open your Inbox. On desktop, the sidebar lists All and each of your apps. Notifications are split into Needs action and Updates tabs unless you turn off Split my inbox in your notification settings. When your inbox is split, the sidebar badges count only unread Needs action items. The Updates tab still shows its own unread count, but updates never add to the sidebar or app badges. When the inbox isn’t split, each entry shows one unread count.- Click a notification to open it in the panel beside the list and mark it read.
- Approval notices name the record waiting for you, such as “WR-0055 pending your approval”, with its title underneath. The notice links to that record’s detail page, where you make the decision.
- Right-click a notification, or long-press it on a touch screen, to Mark as read, Mark as unread, or Delete notification.
- Use the More actions menu to Mark all as read, Delete all read, or Delete all.
Education has its own inbox in the Education app, so Education notifications don’t appear in the main inbox.