Understanding Notification Types
Canopy has three notification types that you can choose from in your settings.
Banner Notifications: Banner notifications slide in from the top-right corner of Canopy and then disappear. Clicking on banner notifications takes you to that notification's associated content in Canopy.
Badge Notifications: Badge notifications are added to the counter bubble on your profile picture. Details for badge notifications can be found in the notification center by selecting Notifications from the profile popout menu.
Email notifications: Email notifications are sent to the email address stored in your profile settings. Email notifications contain a button that opens the notification's associated content in Canopy. To disable pop-up banners, navigate to Settings → Notifications, locate the relevant notification type under the "Administrative" category, and toggle off the "Banner" option.
Please note that contact-related notifications will only appear for team members who are assigned to the relevant contact. Additionally, payment notifications are access-based, meaning you can receive them if you have access to the client, even without being assigned. This distinction ensures that notifications are tailored to both assignments and access permissions.
Set Notification Preferences
1. Click on your Profile on the global navigation bar.
2. Select Settings from the pop-out menu.
3. Select Notifications from the navigation wells.
4. Click on the product sector you want to adjust your notification preferences for.
Examples of product sectors include Files, Tasks/Tax Returns, Client Requests, and Billing. For each sector, you can enable specific notification types such as file uploads, task status updates, client request changes, or payment alerts.
5. In the expanded list, check the in-line box next to each notification type you want to receive for the associated event.
You can also uncheck boxes to stop receiving that notification type. Additionally, eSign notifications vary depending on their source: those sent from a letter template trigger an "eSign is ready to be reviewed" notification, while those sent from a PDF trigger a task status change notification. For example, enabling notifications for Files will alert you to new file uploads, while enabling notifications for Billing will notify you of client payments. Customizing these options ensures you only receive relevant updates.