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In-app notifications

All agency team members who want to review notifications for workflow events on requests they’re involved in.

No setup required. The Notifications page is available at any time from the bell icon in the top bar.

View your notifications:

  1. Click the bell icon in the top bar.
  2. A dropdown shows your five most recent events. Click View all to open the full Notifications page.
  3. On the full page, scroll down to load older events. Use Previous / Next to page through 50 events at a time.

Filter by category:

  1. On the Notifications page, click a tab — Renewal, Certificate, Intake, Endorsement, or System — to see only events in that category.
  2. Click All to clear the filter and see every event.

Mark as read:

Unread events show a subtle accent. The unread state resets automatically once you open the Notifications page — events you have seen will appear as read on your next visit.

  • Clicking any event row navigates to the relevant request or page.
  • Notification preferences (which events trigger an email or push alert) are managed in Settings → Notifications.

“I can’t find the notification I’m looking for.” Try switching to the All tab and scrolling back through older pages. Notifications are ordered newest-first.

“The unread badge won’t go away.” Open the Notifications page fully (not just the dropdown). The badge clears when the page loads.

Last verified: 2026-05-28