Understanding Notifications

Notifications, Account Settings

Updated at February 19th, 2025

Table of Contents

Many activities on your website generate email notifications to one or more email addresses. The notifications settings help you manage who gets those notifications.

Understanding Notifications

There are several different notification lists:

  • Customer Rep

    Technically, not a list. You can assign one employee as the Customer Rep for your entire website or for a particular Company, Branch or individual contact. Only employees designated as Customer Reps in their employee settings can be assigned as a Customer Rep. Also, the majority of notifications from the website to the print buyer come as "From" the assigned Customer Rep.

  • Notifications: Website

    Members of this list get all the same notifications as the Customer Rep. Since they get all notifications, they do not need to be added to the File Sent, Estimate or Low Inventory lists if they are on this list.

  • Notifications: File Sent

    Members of the File Sent list get a notification only when print buyers submit an order through the "Send A File" tool on the Your Account page and opt not to create a new order for it or to attach it to an existing order.

  • Notifications: Estimate Requests

    Members of this list receive a notification when the print buyer requests an estimate rather than submitting an order.

  • Notifications: Low Inventory

    Reorder Form library items have the ability to track inventory levels, and also to generate notifications at inventory levels set by you. This list allows you to assign additional people to receive those notifications (the customer rep automatically gets inventory notifications without being assigned to this list).

How To Add An Account To The Notification List

  1. Choose "Accounts" from the Control Center's top menu
  2. Choose "Account Settings" from the side menu
  3. Next, click on whichever notification list you'd like to update (Customer Rep, Notifications: Website, Notifications: File Sent, etc.)
  4. By default, you'll be setting the notifications for the site-wide default. If you'd like to adjust your settings for a particular company, branch or contact, use the people search tool in the sidebar to locate the entity that you'd like to update
    • Type any keywords into the first box to filter the company, branch and contact lists to display only accounts that match your input
    • Then choose the Company, Branch or Contact you'd like to update from the filtered lists
    • The search filter is thorough: "Smith" will return Smith, smith, Smithsonian, blacksmith
  5. The boxes at the top will indicate whether you're editing the default or a Company, Branch or Contact (and which one)
  6. Use the tools to locate and select a Company, Branch or contact to filter the list to find the Company, Branch or contact you'd like to add.
    • Type any keywords into the first box to filter the company, branch and contact lists to display only accounts that match your input
    • Then choose the Company, Branch or Contact you'd like to update from the filtered lists
    • The search filter is "greedy": "Smith" will return Smith, smith, Smithsonian, blacksmith
  7. Once you've selected the contact you'd like to add to the notifications, click "add to list"
    • With the exception of the Customer Rep list, you can add any customer or employee to the list
    • With the exception of the Customer Rep list, you can add more than one contact to a notification list
    • Users can be removed from a notifications list by clicking the "remove" button next to their name