Profile - User Notifications FINANCIAL

Depending on your role and permissions, you can adjust your own — and in some cases, your team’s — Financial notification settings. This allows you to control the volume and type of notifications received via:

• Rave Notifications (Alerts)

• External Email Notifications (sent to your email inbox)

Key Notes:

• All users can update their own notifications, based on the permissions they’ve been granted.

• If a user cannot see a specific notification switch, it means they do not have access to manage that particular setting.

  • In these cases, a Branch Owner or another internal team member with the appropriate permissions can make the necessary updates.

  • Those with permission to edit other users notifications will see a user box to the top right of their screen where they can pick a user and then select which notifications they would like to alter. 

• If a category only displays one option, it’s because that specific notification does not offer both email and internal (in-app) notification types.
• If your available options differ from what’s shown in our support article, it means you do not have access to that particular setting.
•  Access to specific notification controls is based on your role and permissions within Rave and the order these appear will also depend on your modules/permissions.

Financial Notification Preferences 

• Purchase Order Sent/Resent  i.e. notify me when i am the Project Manager of a job where the  PO has been sent or Re Sent. 
• Purchase Order Cancellation or Line Item Cancellation i.e. notify me when i am the Project Manager of a job where the cancellation or line item cancellation occurs. 
• Estimate/Variation Approved by Client i.e Notify me when an estimate or variation is approved by the client on items I created.
• Estimate/Variation Declined by Client i.e Notify me when an estimate or variation is declined by the client on items I created.