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Understand reminders, Inbox alerts, email, SMS, and notification preferences

Configure the right notification layer and troubleshoot a missing or duplicate alert. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.

6 min read Updated Standard user, manager, company admin

Before you begin

  • Audience: Standard user, manager, company admin.
  • Relevant notification rule/event
  • valid recipient/contact/channel
  • user/source permission
  • integration/transport configured for external channels.

User Admin → Notifications (#/admin/notifications); User Settings (#/settings); Inbox (#/inbox)

Understand reminders, Inbox alerts, email, SMS, and notification preferences

  1. Open the workspace

    In JobBuddy, go to User Admin → Notifications (#/admin/notifications); User Settings (#/settings); Inbox (#/inbox).

  2. Confirm access and starting state

    Relevant notification rule/event; valid recipient/contact/channel; user/source permission; integration/transport configured for external channels.

  3. Complete the main setup

    Use a channel-by-channel diagnostic sequence.

  4. Review the important choices

    Distinguish item reminders from company notification rules and Inbox rows

  5. Check status and follow-up

    explain grouping, unread count, delivery timing, mentions/followers/assignees, email/SMS prerequisites, and why archiving a notification does not stop future events.

  6. Verify the result

    Configure the right notification layer and troubleshoot a missing or duplicate alert.

    Expected result: Configure the right notification layer and troubleshoot a missing or duplicate alert.

Troubleshooting

The page, control, or action is unavailable.

Confirm the required access and starting state: Relevant notification rule/event; valid recipient/contact/channel; user/source permission; integration/transport configured for external channels.

The result is incomplete or unexpected.

Company definitions, user preferences, event recipients, reminders, batch grouping, Inbox visibility, email/SMS availability, websocket refresh, and source access all affect delivery.

The issue remains after checking the record.

Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.

What happens next

  • Configure the right notification layer and troubleshoot a missing or duplicate alert.
  • Review the resulting record, status, notifications, and related history before continuing downstream work.
  • Use the related guide when the next action belongs to another JobBuddy workflow.
Open JobBuddy