Skip to main content

How do I manage my email and notifications preferences?

As an admin, learn how to control what notifications you'd like to receive from Optix

Written by Sarah L.
Updated over 2 years ago

If you'd like to update your email and notification settings for your account directly within the dashboard.

  1. Click on the Notification icon on the sidebar on the left-hand side

  2. Click on the Settings icon on the right-hand panel

  3. Update your email and notification preferences

  4. Click Save

For notifications on invoices, you can choose to receive a separate notification for each time a User/Team pays their invoice or in bulk after a time delay.

To update this setting:

  1. Follow steps 1 -2 from above

  2. Click on Customize grouping under Invoicing

  3. Specify your preference

  4. Click Save

[video-to-gif output image]

Note: You can use the filter option to view your notifications by type.

Need more info on Settings?

Take a look at this quick guide to dive deeper.
Related Articles
How do I configure my payment settings in Optix?
How do I temporarily disable user notification emails in Optix?
How do I view my Optix subscription invoices and manage my account?
How do I update my email notification settings?
How do I manage my Optix account?
Did this answer your question?