How to Set Up Notifications (Email, In-App, Slack, etc.) in Britixo?

Notifications in Britixo keep your team informed in real-time through email, in-app popups, or third-party integrations like Slack. You can fully control what type of updates you and your staff receive.

👥 Step-by-Step Instructions:

A. Configure Staff Notification Settings:

Log in to Britixo
Head to https://britixo.com/app/login
Go to My Profile
Click on your profile image (top-right) → Select My Profile
Open Notification Preferences
Under the Notifications tab, you’ll see a list of modules and trigger events.
Enable/Disable Notifications
Tick the boxes for:
- Email Notification
- In-App Notification
- Push Notification (if available)
Modules include:
- Projects
- Tasks
- Invoices
- Tickets
- Messages
- Support Replies, etc.
Save Changes
Click Save to update your preferences.

B. Configure Admin/Global Notification Settings.

Navigate to Setup → Settings → Notifications
Only Admins will see this section.
Choose Module-Wise Notifications
Toggle which events trigger notifications:
- New client added
- Task assigned
- Invoice overdue
- Project status changed
- Ticket reply submitted, etc.
Assign Notification Recipients
You can assign notifications to specific roles, departments, or staff members.

C. Enable Slack Notifications (Optional).

Go to Setup → Settings → Slack Integration
Enter your Slack Webhook URL
- You can get this from your Slack Workspace under:
  Admin → Apps → Incoming Webhooks
Choose Events to Send to Slack
- e.g., New Invoice Created, Ticket Reply Received
Save and test integration

D. Client Notifications.

Go to Setup → Settings → Email Templates
Enable/disable notification emails for:
- New invoice
- Ticket updates
- Estimate approvals
- Project comments
Clients will only receive emails for actions affecting them.