Types Of Notification

New Team Conversation (For Collaboration Team)

This notification alerts all team members when a new conversation is initiated, allowing them to join freely, or specifically notifies an invited member.

• When a collaboration team is invited to a conversation, all members will receive a new conversation notification in the notification centre.

• They can freely join the conversation.

• When a specific team member is invited, only the invitee will receive a new chatroom notification in the notification centre.

• Other members can see and freely join the conversation from the conversation list.

New Assignment Notification from Data Board

This notification is sent to an assignee when a task is assigned, providing details about the task and a link to the assigned record in the Data Board.

• When a task is assigned, the assignee will receive an assignment notification.

• The notification will display the name of the user who assigned the task and the name of the assigned record in the Data Board.

• After clicking “VIEW”, it will link the user to the detailed modal of the assigned record.

New Team Invitation

This notification is sent to a member when they are invited to join a team, allowing them to accept the invitation and join the team with varying levels of access based on their role.

• When a member of an organization is invited to join a team, they will receive a new team notification.

• After accepting the invitation, the CTA button will be changed to “ACCEPTED”.

• The invitee can join the team to view the members of the team (if they are granted access as a Representative).

• The invitee can join the team to edit roles, invite other members, or remove members if they are granted as Team Admin.