This can be useful if you are looking to turn off notifications that may not be relevant to your role, to the project you are on or if you'd like to customize how frequently the platform should sent notifications to your subcontractors.
Click in the upper right corner of the screen. Then click on Settings from the menu that appears.
Click Notifications on the left sidebar.
System notifications
Check or uncheck the boxes of each module for which you'd like to receive email notifications .
Insurance : General compliance summaries. Recommended to keep on for COI users.
Constrafor General: Platform wide communications. Recommended to keep on for any users.
Invoices: Notifications on SOV and invoices required action items.
Contracts: Notifications on Contract required action items.
Prequal form submission: Notifications when a subcontractor submits a pre-qualification application
COI Approval: Notifications when an insurance admin approved a subcontractor's COI. For project-specific roles, only applies to the projects one has access to. For Admins, only applied to the projects they are assigned to.
COI Submission: Notifications when a subcontractor submits COI documents. For project-specific roles, only applies to the projects one has access to. For Admins, only applied to the projects they are assigned to.
Prequal section status and notes: Notifications sent for review activity on pre-qualification forms. Recommended for pre-qualification coordinators.
Click Save when you are done.
Project notifications
Use the search bar to select the projects for which you'd like to disable notifications. Note: this only applies to your account and does not disable notifications for anyone else.
Click Save when you are done.
Subcontractors notifications (only available to admins)
For each module, select the reminder frequency (Once a week, every other week, etc). Then select the days of the week on which you would like your subcontractors to receive the email notifications. For example, in the screenshot below, subcontractors will receive email reminders for COIs to submit or renew every week on Tuesdays.
in the upper right corner of the screen. Then click on Settings from the menu that appears.
