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Overview

The Notifications feature provides a comprehensive system for managing when and how users receive notifications about activities in your apps. The platform uses a multi-level resolution system that checks both app-level permissions and individual user preferences before sending any notification.
App-level and user-level notification settings apply to email notifications only. In-app notifications are not affected by these settings.
Email notifications are batched and sent every 5 minutes rather than individually, reducing inbox noise while keeping users informed of recent activity.

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How Notification Resolution Works

The platform uses a three-tier system to determine whether notifications are sent:
  1. Organization-Level Check: The system checks if notifications are enabled organization-wide
  2. App-Level Check: If allowed by the organization, the system checks if the notification type is enabled at the app level
  3. User-Level Check: If allowed by both organization and app, the system checks the individual user’s preferences
  4. Final Decision: Notifications are only sent if all three levels approve the notification type
Resolution Flow: 
Notification Event Occurs
    ↓
Organization Settings: Are notifications enabled organization-wide?
    ↓ NO → Notification Blocked
    ↓ YES
App Settings: Is this notification type enabled?
    ↓ NO → Notification Blocked
    ↓ YES
User Settings: Does the user want this notification?
    ↓ NO → Notification Blocked  
    ↓ YES
Notification Sent (with Organization Branding)
If any level (organization, app, or user) blocks a notification type, the notification will not be sent, regardless of the other levels’ settings.

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Organization-Level Notification Controls

Before app and user settings take effect, organization-wide controls can override notification behavior.

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Enable Organization-wide Notifications

Organization administrators can disable all notifications across the entire organization from Settings icon Organization Settings → General.
  • Enable Notifications: Controls whether email notifications are sent for the entire organization.
    • When disabled, no notifications are sent regardless of app or user settings
    • Useful for maintenance periods or organization-wide notification pauses
When the Enable Notifications toggle is turned off, all app-level and user-level notification settings are overridden. No notifications will be sent until this toggle is re-enabled.

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Communication Customization

Control how email notifications appear to users through Settings icon Organization Settings → Communication.
  • Custom Organization Banner: Enable branded email headers
  • Banner Color: Customize the banner color (e.g., #29b5e8)
  • Banner Logo Position: Control logo placement (Left, Right, Center)
  • Banner Image: Upload custom organization logo or image
Communication Preview: The settings include a live preview showing how emails will appear to recipients, including:
  • Organization branding elements
  • Email layout and formatting
  • Banner positioning and colors
  • Logo integration and sizing
Communication settings apply to all email notifications sent by the platform, including system notifications, automation emails, and user-generated communications.

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App-Level Notification Configuration

App administrators control which notification types are available to users within their app.

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Access App Notification Settings

1

Navigate to Notifications

Open your app and select Notifications icon Notifications in the left navigation menu.
App-level notification settings require admin permissions and control what notification types are available to all users of the app.
2

Configure Notification Categories

App notification settings are organized into three main categories:
  • Users are assigned a record: Notify when individual users are assigned to records
  • Teams are assigned a record: Notify when entire teams are assigned to records
  • Users are added as watchers: Notify when users are added to watch records
  • Teams are added as watchers: Notify when teams are added to watch records
3

Enable or Disable Notification Types

Each notification type has a toggle to enable or disable it for the app. When a type is disabled at the app level, no users in the app receive that notification regardless of their personal preferences.
Start with essential notifications enabled and add more based on user feedback and workflow needs.

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User-Level Notification Preferences

Individual users control their personal notification preferences for notifications that are enabled at the app level.

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Access User Notification Settings

1

Navigate to User Notification Settings

Click your profile icon in the bottom-left corner of Elementum, then select Notifications icon Notifications.
User notification settings only apply to notification types that are enabled at the app level.
2

Configure Personal Preferences

User notification preferences mirror the app-level categories. Each toggle can be enabled or disabled independently:
  • You’re now the assignee: Notified when you are assigned to a record
  • Your team is now the assignee: Notified when your team is assigned to a record
  • You’re now a watcher: Notified when you are added as a watcher on a record
  • Your team is now a watcher: Notified when your team is added as a watcher on a record

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Best Practices

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App-Level Configuration

Start Conservative: Begin with only essential notifications enabled and expand based on user needs and feedback.
Recommended Approach:
  1. Enable essential notifications first — Assignment notifications for task management, mention notifications for communication, and comment notifications for collaboration.
  2. Monitor usage patterns — Track which notifications users find valuable, identify which cause noise or confusion, and adjust settings based on actual usage and feedback.
  3. Align with workflows — Match notification settings to your business processes, consider the roles and responsibilities of your users, and ensure notifications support rather than disrupt productivity.

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Troubleshooting

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Common Issues

Possible Causes:
  • App-level notifications disabled for that type
  • User-level preferences blocking notifications
  • Email delivery issues (if using email notifications)
  • User not properly assigned or watching the record
Solutions:
  1. Check App Settings: Verify the notification type is enabled at the app level
  2. Check User Settings: Confirm the user has enabled that notification type
  3. Verify Assignments: Ensure the user is properly assigned or watching the record
  4. Test Delivery: Send test notifications to verify delivery channels work
Possible Causes:
  • Too many notification types enabled at app level
  • Users haven’t customized their preferences
  • High activity levels generating excessive notifications
  • Lack of notification filtering or batching
Solutions:
  1. Review App Settings: Disable unnecessary notification types
  2. User Education: Help users customize their preferences
  3. Workflow Optimization: Reduce unnecessary activities that trigger notifications
  4. Batching Options: Implement notification batching if available
Possible Causes:
  • Mixed app and user settings across the organization
  • Different users having different preferences
  • System performance issues affecting delivery
  • Integration problems with external notification systems
Solutions:
  1. Standardize Settings: Establish consistent app-level notification policies
  2. User Guidance: Provide clear recommendations for user settings
  3. System Monitoring: Monitor notification system performance
  4. Integration Testing: Regularly test external notification integrations

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Notification Debugging

If notifications aren’t working as expected, check each level of the resolution chain:
  1. Check Organization Settings — Verify the Enable Notifications toggle is turned on in Settings icon Organization Settings and that communication settings are properly configured.
  2. Verify App Settings — Confirm the notification type is enabled at the app level and review which notification categories are active.
  3. Check User Preferences — Verify the user has enabled the specific notification type and review their overall notification preferences.
  4. Test the Flow — Create a test scenario that should trigger the notification, then verify it is generated and delivered correctly.
  5. Review System Logs — Check system logs for notification generation events, monitor delivery attempts, and identify any patterns in notification issues.

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Feature-Specific Notification Behavior

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Automation Notifications

  • Approval Processes: Approval activities generate notifications that users cannot opt out of

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Communication Features

  • Microsoft Teams: Teams integration can extend notification delivery beyond email
  • Public Attachment Links: Attachments on records can be made public so notification recipients can access them without logging in

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User Management

  • Regional Settings: User regional preferences may affect notification timing