Notification and personal settings

Editorial illustration of a notification bell with blank preference toggles.

AgencyTitan separates shared notification settings from your personal notification center and user-menu controls. Shared settings choose the default delivery channels for supported events; the notification center is where you review in-app items.

Who this is for

Signed-in team members can open Notification Center and use the personal controls in the user menu.
Opening shared notification settings requires View Settings. Changing defaults requires Edit Settings. Adding user exceptions requires Manage Notification Overrides.

Before you begin

Switch to the agency workspace whose notification settings you want to review.
Decide which notification events should use Email, In-app, or both.
Identify any users who need an exception to the shared defaults.

Configure shared notification defaults

Open Settings, then System, then Notifications ( /settings/system/notifications (opens in new tab) ).
Use Search notifications… to find an event.
Turn Email or In-app on or off for that event.
Use Mute email or Mute in-app on a category when every event in that category should use the same muted channel.

Internal Notifications settings with search, a Tasks category, category mute controls, event descriptions, recipients, and Email and In-app switches — View full size

Each event explains when it is sent and who receives it. The enabled count in the page header summarizes the current configuration.

Add a user override

Select User overrides on a notification event to replace the agency-wide default for specific users.

User overrides dialog with agency-wide Email and In-app defaults, team member search, channel switches, Add Override, and current overrides — View full size

Search for a team member.
Choose that user’s Email and In-app settings.
Select Add Override.
Review Current overrides, then select Done.

An override can opt a user in when an agency-wide channel is off or opt the user out when it is on.

Use the notification center

Select the bell in the top bar to open Notification Center ( /notifications (opens in new tab) ).

Notification Center with unread count, Refresh, Mark all read, and filters for unread state, priority, user, and type — View full size

Use the available controls to:

Switch between unread items and a broader notification view.
Filter by priority, user, or type.
Select Refresh to reload the list.
Select Mark all read when unread notifications are present.

The empty state explains when the current filter has no matching notifications.

Use personal agency and status controls

Open your avatar menu in the top-right corner. The menu shows your current role, availability status, and active agency. The personal controls covered here live in this menu rather than on a separate Settings page.

User menu showing the current user, Owner role, Online status, current agency, Add another agency, and Sign out — View full size

Select an agency under My Agencies to switch the active workspace.
Select Add another agency when you need to join or create another agency through the available flow.
Select Sign out to end the current session.
Select the current availability status to open the status choices.

Expanded personal availability controls with Online, Away, DND, and Custom choices — View full size

Choose Online, Away, DND, or Custom to update the status shown for your account.

Expected result

Shared notification events show the intended email and in-app defaults.
User-specific exceptions appear under Current overrides for the corresponding event.
The notification center reflects the selected filters and read state.
The user menu shows the intended agency and availability status.

Troubleshooting

Symptom	Likely cause	What to do
Notifications is missing from System settings	You lack View Settings	Ask a workspace owner to grant View Settings
Email or In-app switches cannot be changed	You lack Edit Settings	Ask a workspace owner to grant Edit Settings
User overrides is missing	You lack Manage Notification Overrides	Ask a workspace owner to grant Manage Notification Overrides
A user receives a different channel than the default	That event has a user override	Open User overrides for the event and review Current overrides
Notification center is empty	The current filters have no matches	Show more than unread items and clear priority, user, or type filters
Mark all read is unavailable	No unread item matches the current view	Change the filters or leave the list unchanged
The wrong agency’s notifications are shown	Another agency is active	Open the user menu and select the intended agency