Notification Settings
Configure how you receive notifications from Readybuild.
Overview
Readybuild delivers notifications on two independent channels — RB Inbox, where they appear in your Inbox and count toward the unread indicator, and Email, sent to the address on your user account. You choose both separately for each notification type, so a type can arrive in your inbox only, in your email only, in both, or in neither.
This page covers the settings screen itself. For what the notification system is and how a notification finds its way to you, see How Notifications Work.
Three things to know before you change anything:
- The defaults suit most users. Most types arrive on both channels, and the two company-wide types — New Records and Form Submissions — start off.
- Off on both channels means nothing is recorded. If RB Inbox is off and Email is Off for a type, no notification is created at all, and turning it back on later does not recover what was skipped. To stop a type without losing the record, set Email to Off and leave RB Inbox on.
- There is no Save button. Every switch, dropdown, and scope change is saved the moment you make it.
Accessing Your Notification Settings
There are two routes to the same page:
- From your inbox — go to your Inbox and click the gear icon in the top-right corner
- From the account menu — click your avatar in the top-right corner of any page and select Notification Settings
Configuring Preferences
Your preferences are displayed as a table with one row per notification type and up to three settings per row:
RB Inbox Toggle
The RB Inbox column contains a switch for each notification type. When enabled, notifications of that type appear in your inbox and drive the unread indicator on the Inbox navigation item. When disabled, those notifications are suppressed entirely from in-app delivery.
Email Frequency
The Email column contains a dropdown for each notification type with two options:
- Immediate — An email is sent as soon as the notification is created
- Off — No email is sent for that notification type
Scope
Some notification types support a Scope setting that controls which entities trigger notifications:
- All Projects — Receive notifications for all projects in the system
- Followed Only — Receive notifications only for projects you are following
Currently, Project Status is the only type that supports scope. The default scope is Followed Only.
Expandable Rows
Two types cover several different situations, and each situation has its own pair of switches. An arrow beside the row name expands it:
- Project Assignments expands into your company's assignment roles — Sales Person, Project Manager, Estimator, and any other Team Member field on projects, under the labels your company uses. Switch off the roles you are never assigned in.
- Project Status expands into the individual events it covers — project won, change order approved, contract partially signed, contract canceled.
The row's own RB Inbox and Email settings are the master switches for everything inside it. An individual role or event can only narrow them: if Project Assignments email is off, no role under it sends email and the roles' email switches grey out.
A row you have changed from its defaults opens expanded the next time you visit the page, so a role or event you switched off is never hidden behind a collapsed arrow.
Changes are saved automatically when you toggle a switch, select a new frequency, or change a scope.
Notification Types
Each notification type can be configured independently for RB Inbox and email delivery. Use this table to work out why a notification arrived.
| Notification Type | What triggers it | Default |
|---|---|---|
| Mentions | Someone @mentions you in a project note, activity note, or comment. Being mentioned also starts you following that item. | RB Inbox on, email immediate |
| Comments | A new note or comment is added to a project, contact, activity, or estimate line you are following. If you were @mentioned in the same comment you receive the mention instead, not both. | RB Inbox on, email immediate |
| Project Assignments | You are set as the user on any Team Member field on a project — Sales Person, Project Manager, Estimator, Designer, Inside Sales, and any Team Member field your company has added. The message names the field. Expand this row to switch individual roles on or off — see below. | RB Inbox on, email immediate |
| Activity Assignments | You are set as the assigned user on an activity, or added to an activity's team. Also fires when either change arrives through a synced Outlook or Google calendar event. | RB Inbox on, email immediate |
| Messages | Someone sends you a message or replies in a message thread you are part of — a team member from internal messaging, or a client from the client portal. Recipients are the thread's participants; following is not involved. | RB Inbox on, email immediate |
| New Records | A project or a contact is created — entered by hand, arriving from a lead form, or created by an integration. Bulk data imports are excluded: the Import Wizard and vendor migrations create records without notifying anyone. | RB Inbox off, email off |
| Project Status | A project moves to a Won stage; a change order is approved; a contract is signed by a client; or a contract is canceled. Expand this row to control each of those separately — see below. | RB Inbox on, email immediate |
| Form Submissions | A public form is submitted — external lead forms, lead intake forms, contact forms, and online scheduling requests. | RB Inbox off, email off |
| Timesheets | Your timesheet is approved. Only the person whose timesheet it is receives this. | RB Inbox on, email immediate |
| Workflow Notifications | A workflow automation runs a Send Notification action. What triggers it and who receives it are set on the workflow itself — see Send Notification action. | RB Inbox on, email immediate |
Project Status also supports a Scope setting — choose All Projects to receive notifications for every project, or Followed Only to limit them to projects you are following. The default scope is Followed Only. For a change order, Followed Only matches against the parent project, so following the parent is enough to hear about its change orders.
Assignment roles
Project Assignments covers every Team Member field on a project, and each one is listed separately. Use the arrow beside it to expand the row and switch individual roles on or off:
| What is listed | Your company's own Team Member fields on projects, under your own labels — so the list reads "Project Developer" if that is what your company calls it, not "Sales Person" |
| Default | RB Inbox on, email on, for every role |
| What is not listed | Read-only fields such as Created By, and any field with Auto-subscribe on assignment turned off. Neither sends an assignment notification at all, so neither has a switch to offer |
Switch off the roles you are never assigned in, or the ones recorded for reporting rather than day-to-day work. The row's RB Inbox and Email settings remain the master switches for all of them.
Project Status events
Project Status covers several different moments. Use the arrow beside it to expand the row and switch each one on or off independently:
| Event | What triggers it | Default |
|---|---|---|
| Project won | A project proposal is fully signed by every client, or a project is moved to a Won stage by hand. | RB Inbox on, email on |
| Change order approved | A change order contract is fully signed, or a change order is moved to a Won stage. | RB Inbox on, email on |
| Contract partially signed | One client has signed but the contract is not yet fully executed. Most people only want to hear about the completed contract, so this one is off entirely until you turn it on. | RB Inbox off, email off |
| Contract canceled | A contract is canceled. | RB Inbox on, email on |
The row's own RB Inbox and Email settings are the master switches. An event can only narrow them — if you switch Project Status email off, no event under it sends email, and the event's own email switches grey out. The same is true of the roles under Project Assignments.
A row whose individual switches you have changed opens expanded the next time you visit the settings page, so nothing you turned off stays hidden behind a collapsed arrow.
Anyone listed as a company signee on a contract always receives the detailed contract email, regardless of these settings.
You never receive a notification for something you did yourself — assigning a project to yourself, or commenting on an item you follow, notifies everyone else but not you. The one exception is a notification sent by a workflow, which has no person behind it.
Troubleshooting
Not Receiving In-App Notifications
- Check your notification settings — Ensure the RB Inbox toggle is enabled for the notification type
- Check that you are following the entity — You only receive comment and update notifications for entities you follow
- Contact your administrator — They can verify your account settings
Not Receiving Email Notifications
- Check your email frequency setting — Ensure it is set to Immediate, not Off
- Check your email spam folder — Notification emails may be filtered
- Verify your email address — Ensure your profile has the correct email
Receiving Too Many Notifications
- Set Email Frequency to Off for notification types you only need in-app
- Unfollow entities you no longer need to follow
- Disable the RB Inbox toggle for notification types that are not relevant to your role
- Set Project Status scope to Followed Only so you hear about projects you follow rather than every project in the company
- Expand Project Status and switch off the individual events you do not need — for example turn off Change order approved if you only track new projects