Notifications and Your Account

Choose which notifications you get in the app and by email, and manage your profile, password, and account.

Upclient keeps you informed about the work that involves you: tasks assigned to you or waiting for your review, new messages and mentions, and changes to your team. You decide which of these reach you in the app and which by email.

How notifications work

• The bell in the app shows your unread notifications. Click one to open the related task or conversation, or click Mark all as read.
• Notification emails are sent right away, one email per notification. There is no digest.
• Settings are per workspace. If you belong to several workspaces, set them up in each one.
• Due date reminders for clients are separate and are sent to the clients assigned to a task. See Tasks.
• Clients get their own notifications in the portal. See Client Portal.

What the defaults mean

Upclient has four notification categories: Tasks, Messages, Membership updates and Workflows. Out of the box, every category is on in the app, and email is tuned so your inbox only hears about clients:

• For Tasks and Messages, you’re emailed when a client acts: signs a contract, submits a form, uploads a requested file, completes a task or sends it for review, or sends a message in a project you work on. Changes made by your teammates stay in the app.
• Each client submission (a form, an upload, a signature, or a contract signature) is one notification that names the client. When it completes the task or sends it for review, you get only the completion or review notification, and it says what the client did in plain words, for example “Maya Okafor signed the Website Development Agreement, so the task is complete.”
• For Membership updates, you’re emailed about role changes and removals.
• Workflows tells you in the app when a workflow you made stops with a problem, at most once per workflow per day. When the person who made it has left the workspace, Owners get it instead. The notification names the workflow, the project and the step, says what went wrong in plain words, and opens the run, where you can fix the problem and retry. Owners also hear here, once an hour at most, when the workspace reaches its hourly limit for workflow runs or workflow messages to clients, and the runs wait until the next hour. It has no email.
• When a client’s submission completes a task and an active workflow’s first step would move that task to In review (the Brief received recipe does this), the task goes straight to In review and you get the review notification, not a “completed” one followed by a status change.
• Nothing about a sample project from a starter is emailed to your team. Those notifications appear in the app only.

While a category is on its default, its Email switch shows on. Turn it off to stop all emails in that category. Turn it off and on again to be emailed about your teammates’ changes too. Reset category defaults goes back to the client-only emails.

Emails to your clients are separate: they come from your workspace name followed by “via Upclient”, and when a client replies, the reply goes to the project owner. See Client Portal.

How to choose your notifications

1. Open your user menu, select Profile, and open Notifications.
2. For each category, turn In-app and Email on or off.
3. Click Reset category defaults to go back to the original settings.

How to manage your account

Open your user menu and select Profile to find your account pages:

• Profile: change your first name, last name, and photo.
• Settings: change your password, sign out of every other browser and device, open your other workspaces if you belong to more than one, find help, and delete your account.

To switch between light and dark themes, open your user menu and select Dark theme or Light theme. This choice is saved on your device only.