Notifications

Notifications keep you informed about important events and actions in your organization.

Email Notifications

You'll receive email notifications for various events:

• Trip Submissions - When trips are submitted for approval
• Approval Requests - When your approval is needed
• Approval Decisions - When trips are approved or rejected
• User Invitations - When you're invited to join
• Policy Changes - When policies are published or modified
• Account Updates - Balance changes, payment confirmations

Notification Types

Trip-Related Notifications

Trip Submissions

• Sent when an employee submits a trip for approval
• Includes trip details and traveler information
• Links to approval page for quick review

Approval Requests

• Sent to approvers when their approval is needed
• Shows which trips require attention
• Includes policy violations and trip context

Approval Decisions

• Sent to travelers when trips are approved or rejected
• Includes approver comments if provided
• Links to trip details

User Management Notifications

User Invitations

• Sent when you're invited to join an organization
• Includes invitation link
• Shows who invited you and what role you'll have

Role Changes

• Notified when your role is changed
• Shows your new role and permissions
• Explains what access you now have

Policy Notifications

Policy Changes

• Sent when policies are published or modified
• Shows what changed in the policy
• Explains how changes affect you

Financial Notifications

Account Updates

• Balance changes (credits added or deducted)
• Payment confirmations
• Low balance warnings (if enabled)
• Transaction receipts

Notification Preferences

Manage your notification preferences in your user profile:

Choosing Notifications

Select which notifications to receive:

• All Notifications - Receive all email notifications
• Important Only - Only critical notifications
• Custom - Choose specific notification types

Email Frequency

Control how often you receive emails:

• Immediate - Receive emails as events occur
• Daily Digest - One email per day with all notifications
• Weekly Summary - Weekly summary of activity

In-App Notifications

Configure in-app notifications:

• Enable/Disable - Turn in-app notifications on or off
• Notification Types - Choose which types appear in-app
• Sound Alerts - Enable or disable sound notifications

Managing Preferences

Accessing Preferences

1. Click your profile icon
2. Select Notification Preferences
3. Adjust settings
4. Save changes

Best Practices

For Approvers

• Enable approval request notifications
• Use immediate notifications for time-sensitive approvals
• Disable notifications for non-critical events

For Travel Admins

• Enable all trip-related notifications
• Receive policy change notifications
• Set up daily digest if receiving too many emails

For Finance Admins

• Enable financial notifications
• Receive account update notifications
• Set up payment confirmations

For Travelers

• Enable approval decision notifications
• Receive trip status updates
• Configure based on travel frequency

Notification Delivery

Email Delivery

Notifications are sent to:

• The email address on your account
• Check spam folder if not receiving emails
• Ensure email address is current and verified

Delivery Timing

• Immediate - Sent within minutes of event
• Batched - Grouped for digest emails
• Scheduled - Sent at specified times for summaries

Troubleshooting

If you're not receiving notifications:

1. Check spam/junk folder
2. Verify email address is correct
3. Check notification preferences are enabled
4. Contact support if issues persist

Best Practices

For Approvers

• Enable Approval Notifications - Don't miss approval requests
• Use Immediate Delivery - Respond quickly to requests
• Check Regularly - Review notifications even if emails are disabled

For Admins

• Monitor All Notifications - Stay informed about organization activity
• Use Digests - Reduce email volume with daily/weekly summaries
• Review Preferences - Adjust as your role changes

For Travelers

• Enable Status Updates - Know when trips are approved or rejected
• Check Email Regularly - Don't miss important updates
• Update Preferences - Adjust based on travel frequency

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