Email Notification Settings

Project administrators can customize email notification settings for a project by controlling who receives which notifications.

Project administrators can use default notification settings, or create notification groups of individual members, roles, or companies. They can then manage the frequency of email notifications and control permission levels for selected tools and notification types in each such group.

For example, project administrators can set notification frequency for the Issues tool to Hourly for each status and due date change and to Instantly for each event of assigning an RFI to a member. Also, project administrators can turn off notifications for all or some tools and notification types.

Individual project members with Edit permission or above can configure their own notification frequencies for various tools and notification types. See Member Notification Settings for more information.

See Notifications in ACC tools and products to access links to notification-specific Help topics.

This article includes:

• Notifications and Frequencies
• Create Notification Groups
• Control Email Frequency and Permission Levels
• Edit and Delete Notification Groups
• Turn Off Notifications
• FAQs and Troubleshooting

Notifications and Frequencies

Notification frequencies for the following tools and notification types can be individually changed by project administrators:

• Bridge
• Cost Management
• Design Collaboration
• Files
• Forms
• Issues
• Meetings
• RFIs
• Reports
• Reviews
• Schedule
• Sheets
• Submittals
• Transmittals

The following frequency settings can be selected:

• Various: Indicates that notification types for a given tool have various frequencies assigned to them. This option cannot be selected.
• Instantly: Sends the email notification as soon as possible.
• Hourly: Sends a digest email about once an hour.
• Daily: Sends a digest email at 4:00 AM in the time zone specified for the project on the project profile.
• Never: Turns off email notifications.

Note the following notification-specific considerations:

• Some notifications, such as system messages or invites, are always sent instantly irrespective of the frequency settings.
• The frequencies of some tool's notification types are by default set to Instantly and can't be changed. Therefore, the tool's frequency may appear as Various even though you attempt to change it to Daily or Hourly.

Create Notification Groups

The Default notification settings notification group is available in each project by default. Project administrators can use this group as a template to quickly apply default notification frequency settings to selected members, roles, or companies, as explained below.

A project administrator can create notification groups of individual members, companies, or roles, and control notification settings and permission levels for each notification group.

To create a notification group:

1. Select Project Admin from the product picker.

2. Select the Notifications tool from the left navigation.

3. Click Create notification group .

4. Enter your desired name for the notification group.

5. From the drop-down menu, select a member, role, or company, or enter in a name to filter the list of options.

6. Click Create.

   

The newly created group is highlighted.

Now you can manage email frequency settings and permissions for desired tools and notification types, as explained below.

Control Email Frequency and Permission Levels

Once you've created a notification group, you can control email frequency settings and permission levels.

By default, tools and notification types are divided into two categories: Action required notifications and Other notifications. This indicates whether any member action is required when a given event takes place. For example, no member action is required when a report has been published or updated, but action is needed when an issue has been assigned to a member.

To control email frequency settings and permission levels:

1. Use expand icons next to Action required notifications and Other notifications to select the tools and notification types for which you want to set notification frequency.

   

2. Specify desired notification frequency settings using the frequency drop-down menus. See Notifications and Frequencies for more information.

   

3. Turn off notifications for desired tools and notification types by setting their frequency to Never. See Turn Off Notifications for more information.

4. Use the permission selection drop-down menu to assign a permission level to a tool or notification type as needed.

   

The Notifications tool has four permission tiers that apply to members in each project:

Edit and Delete Notification Groups

You can edit a group's name, and add or remove members, roles, or companies.

Edit a Notification Group

1. Select the group that you want to edit.

2. Click Edit group at the top right of the Notifications page.

   

3. Make your changes as needed.

4. Click Apply.

Delete a Notification Group

1. Select the notification group you want to delete.

2. Click Delete group at the top right of the Notifications page.

   

3. When prompted to confirm your choice, click Delete.

   Note: Deleting a group cannot be undone.

   

Turn Off Notifications

Project administrators can turn off all notifications, or notifications for selected tools and notification types for specific members, roles, or companies.

Turn Off All Notifications

You can turn off all notifications by:

• Creating a dedicated opt-out notification group and setting the frequency for all tools to Never
• Using a default opt out group

Turn off all notifications by creating an opt-out group

1. Select Project Admin from the product picker.

2. Select the Notifications tool from the left panel.

3. Create a notification group by following steps 1-6 in Create Notification Groups, above.

4. Set the frequency next to Action required notifications and Other notifications to Never. This action turns off email notifications for all tools and notification types associated with these tools.

   

Turn off all notifications using a default opt out group

1. Select the default Opt out notification group.
2. Click Edit group at the top right of the Notifications page.
3. Add or remove members as needed.
4. Click Apply.

Turn Off Some Notifications

To turn off specific notifications for tools and notification types, set the frequency for those tools and notification types to Never. See Control Email Frequency and Permission Levels for more information.

FAQs and Troubleshooting

Couldn't set frequency for all notification types

When setting the email notification frequency for a tool to Daily or Hourly, a tooltip like the one below may be displayed next to some tools or notification types:

This error indicates that at least one notification type for a given tool is not included in the digest, and therefore, the desired frequency cannot be specified.

Overlap between notification settings

An overlap occurs when the same member, role, or company, is part of more than one notification group.

Members with Edit permission or above can override notification settings specified for a group by setting their own notification frequency. If a member hasn't changed the default settings, the notification settings specified for a group are applied in the following order:

1. Member assigned by name; for example, John Smith
2. User assigned by company; for example, all users with Autodesk company assigned to them
3. User assigned by role; for example, all users with the Consultant role assigned to them

If there are ambiguities, such as two groups containing the role of a "Consultant", the one created as last one will prevail.