ClientPress sends email notifications to keep your team and clients informed when activity happens in a portal. Each event has defined recipients and a clear call-to-action button in the email.
What Triggers a Notification #
- New discussion message (sent by team) — Notifies the portal’s client
- New discussion message (sent by client) — Notifies admin and assigned project managers
- New message board topic — Notifies all other portal members
- New message board reply — Notifies all other portal members
- Task assigned to a user — Notifies the assigned user only
- File uploaded to portal — Notifies the portal’s client
- File requires approval — Notifies the designated approver
- File approved or rejected — Notifies the user who uploaded the file
- Deliverable uploaded — Notifies the portal’s client
- Deliverable approved by client — Notifies admin and assigned project managers
- Revision requested by client — Notifies admin and assigned project managers
Notification Email Format #
Every notification email includes:
- A heading summarizing what happened
- An intro message with context
- An optional preview of the relevant content (e.g., a snippet of a message)
- A call-to-action button that takes the recipient directly to the relevant area of the portal
- A footer with your site name
If Magic Login Links are enabled, the button link logs the recipient in automatically with one click.
How Recipients Are Determined #
For team-side notifications (admin and project managers) #
When a client takes an action, ClientPress notifies:
- Assigned project managers — any project managers assigned to the portal receive the notification
- The site admin — receives notifications based on the global Admin Notifications setting and any per-portal override
Important failsafe: If no project managers are assigned to a portal, the admin always receives notifications for that portal, regardless of the global setting. This ensures no notification is ever lost.
For client-side notifications #
The primary client receives notifications. Sub-clients receive notifications for board activity.
Notifications That Cannot Be Disabled #
Most notification types can be turned off by individual users. However, the following are always sent because they are critical to the workflow:
- File approval requests — the designated approver is always notified
- Deliverable approval and revision notifications — your team is always notified when a client approves or requests changes
Admin Notification Setting #
You can control whether the site admin receives portal notifications globally under Settings → ClientPress → Access & Login → Admin Notifications.
Individual portals can also override this at the portal level — useful if a project manager is fully responsible for a portal and the admin doesn’t need to be copied.
See Enabling or Disabling Admin Notifications for details.
