Effective communication is vital for any service-based business. Workslayr’s Notification Settings allow you to configure how you and your team receive important updates and alerts within the platform. This ensures that everyone stays informed about key operational events, from newly assigned projects to critical client interactions.
Understanding Notification Settings #
The Notification Settings section provides the tools to manage the various ways Workslayr can communicate with you. This goes beyond simple in-app alerts, allowing for more comprehensive configuration to suit your team’s workflow and preferences. It’s an important part of your overall App Settings, ensuring that system-wide communication aligns with your operational needs.
Configuring Notification Preferences #
While Workslayr provides default notification behaviors, you have the flexibility to fine-tune these settings. This is crucial for managing the flow of information without overwhelming users. For instance, you can decide whether specific events, such as a new invoice being sent or a lead being updated, should trigger certain notifications. These preferences contribute to a tailored user experience, similar to how you customize Date & Time Formats or Timezone & Currency settings across the platform.
Email (SMTP) Configuration #
A key aspect of your notification setup is the configuration of outbound email. Workslayr allows you to set up your own Simple Mail Transfer Protocol (SMTP) settings. This enables the system to send automated emails directly from your company’s email server, enhancing brand consistency and deliverability. Having your SMTP configured is essential for notifications related to clients, such as estimates approvals, or internal alerts for employees regarding their clock in/out process or assigned tasks.
To configure your Email (SMTP) settings, you will typically need the following information:
- SMTP Host: The server address for outgoing mail.
- SMTP Port: The port number used by your SMTP server (commonly 465 or 587).
- Encryption: Whether your SMTP server requires SSL or TLS encryption.
- Username: The email address Workslayr will use to send emails.
- Password: The password for the specified email account.
- From Name: The name that appears as the sender (e.g., “Your Company Name”).
- From Email: The email address that appears as the sender.
Properly setting up your SMTP ensures seamless communication for operational tasks directly from Workslayr, tying into your overall Company Settings and branding.
Configuring your Email (SMTP) settings in Workslayr is crucial for ensuring that all automated notifications, such as those for projects, invoices, and employees, are sent reliably from your company’s email server. This setup allows Workslayr to communicate with clients and team members directly using your preferred email service, enhancing professionalism and deliverability.
Understanding SMTP Configuration #
SMTP (Simple Mail Transfer Protocol) settings enable Workslayr to send emails through your existing email infrastructure instead of a generic third-party service. This means notification emails will appear to come directly from your company’s email address, which is important for branding and trust. Properly configured SMTP ensures that important updates regarding deal agents, client profiles, or even daily attendance tracking reach their intended recipients without issues.
Setting Up Your Email (SMTP) Configuration #
To configure your email settings in Workslayr, you will need specific details from your email service provider. This typically includes your SMTP host, port, username, and password. Ensuring these details are correct is vital for the smooth operation of all outgoing notifications. For other general application preferences, you can adjust settings in App Settings, such as timezone and currency, but for email, precise SMTP data is paramount.
- Navigate to the ‘Settings’ section from your main left navigation bar.
- Locate and click on ‘Notification Settings’.
- Find the ‘Email (SMTP) Configuration’ section.
- Enter the SMTP Host provided by your email service provider. This is typically a server address (e.g., smtp.yourcompany.com).
- Input the SMTP Port. Common ports are 587 (TLS) or 465 (SSL).
- Enter your SMTP Username, which is usually your full email address.
- Provide the SMTP Password associated with the email account.
- Select the appropriate Encryption Type (SSL or TLS) as required by your email provider.
- Click ‘Save’ to apply your changes. Workslayr will attempt to verify these credentials.
Once saved, Workslayr will use these settings for sending all automated emails, from contracts for new clients to internal notifications about expenses or leave management requests. It’s recommended to send a test email after configuration to verify that everything is working as expected. For company-wide details like your business address or contact information, remember to check your Company Settings, specifically the Company Identity Details.
Workslayr provides adjustable settings for email notifications. These controls allow administrators to determine which system events trigger email alerts to relevant recipients. Setting preferences helps manage the flow of information for various operational aspects.
Email notifications are configured at a global level for the company. These settings apply across all Company Settings and App Settings.
Configuring Email Notifications #
Access these settings by navigating to ‘Settings’ and then selecting ‘Notification Settings’. Within this section, you can enable or disable email notifications for specific event types. Changes to these settings are applied immediately.
- Enabled notifications send an email when the corresponding event occurs.
- Disabled notifications prevent emails for the specified event.
Available Notification Categories #
The system groups email notifications by module or event type. This allows for granular control over what information is sent via email.
Examples of event categories that can have email notifications enabled or disabled include:
- New Client Registrations
- New Employee Onboarding
- Project Status Changes
- Overdue Invoices
- Expense Approvals or Rejections
- Upcoming Contract Renewals
- Attendance Records or Absences
- New Lead Contacts or Deals
Workslayr integrates with Slack to send notifications for various operational events directly to designated Slack channels. This integration allows teams to receive timely updates without leaving their communication platform.
Slack Integration Setup #
To set up Slack notifications, navigate to Notification Settings. Here you can configure the Slack webhook URL and determine which events trigger a notification.
You can enable or disable Slack notifications for specific modules. This ensures that only relevant information is shared with your team on Slack. After enabling, events such as new projects, updated clients, or approved expenses can trigger instant alerts.
Configuring Notification Events #
Workslayr allows for granular control over the types of notifications sent to Slack. Each module with Slack integration can be customized.
- Client Management: Receive notifications for new leads, client updates, or when proposals are accepted.
- Project Management: Get alerts for new projects, task assignments, or project status changes.
- Time Tracking & Billing: Notifications can be configured for submitted timesheets or generated invoices.
- HR & Employees: Track changes in employee status or new hires.
Ensure your Company Settings are accurate, as these details can influence notification content. For example, the company identity details may appear in some notifications.
Workslayr provides tools to test notification settings. This ensures your email configurations are operational before deployment.
To access notification settings, navigate to the main navigation bar. Select “Settings” at the bottom. From the Settings menu, locate and select “Notifications”.
After configuring your Email (SMTP) Configuration, you can send a test email. This verifies the SMTP credentials and server connectivity.
A successful test confirms that Workslayr can connect to your specified email server and send messages. If the test fails, review your SMTP settings in Company Settings. Refer to the Timezone & Currency settings for accuracy. This ensures correct delivery of automated messages for items like Invoices, or client communications regarding Projects and Lead Contacts.
Test emails confirm the following:
- SMTP Host and Port are correct.
- Authentication details (username and password) are valid.
- SSL/TLS encryption is correctly configured.
- Outbound email traffic is not blocked by firewalls.
Validation of these settings is important for all automated communications within Workslayr, affecting various modules such as Attendance Tracking for employees or alerts related to expenses.
