Customize Notifications for Staff & Clients

Manage Project Notifications for Clients and Staff

Tailor the emails your team members and clients see by adjusting notification preferences and customizing email templates.

Configure Notification Settings

Navigate to Projects > Settings in the main menu.

Select the Notification Preferences tab from the left sidebar.

You’ll see a complete list of available notifications. Any changes you make here apply to all users who haven’t set their own preferences. If someone previously disabled task notifications, for example, enabling them in these settings won’t override that choice—unless you take the next step.

Override Individual Preferences by Role

Click Update Staff/Contacts Settings to adjust notifications for specific roles.

A dialog will appear where you can select which Contact and Staff Roles your changes will target.

Choose the role you want to update (such as Client). Configure your preferences, then check the Override existing settings box to replace their current selections with your new configuration.

Customize Email Content

Wonder what these notifications actually say? You can edit every message your contacts and staff receive through Email Templates.

Go to Flyout Menu > Email Templates.

Select Projects under “Project Management” to see all project-related email types.

You’ll find every notification email available for editing. Modify the Subject and Body text as needed, and insert any available Placeholders to personalize messages. Save your changes when complete.

Want a preview? Use the dropdown to select your name and click Send Test to receive a sample. Keep in mind that Placeholders appear as bracketed text in test emails—they’ll populate automatically with real data when sent to users.

Customize Additional Notification Types

The Projects category covers project emails, but you can also customize Tasks and Task Approvals notifications. Return to the Email Templates main screen, select each category under “Project Management,” and update the content to match your preferences.

Repeat this process for all email groups—Outlook Emails, Task Approvals, and beyond—to ensure consistent branding throughout Unificus.