To update your notification settings:

For example:

Important: Push notifications only work on mobile devices. To receive them, you must have the Managemate mobile app installed, be signed in, and allow notifications in your phone settings.

Your notification settings apply to every Workspace you have access to. You cannot set different preferences for one condo and not another.

When your account is created, your notification settings start from the defaults set for your role, such as Board Director or Manager. From then on they are yours to change, and your changes apply only to your account.

Managemate sends four scheduled emails. Each one answers a different question.

Managers generally want the Daily Digest, since a week is a long time to wait to learn something changed on Tuesday. Board directors are usually well served by the Weekly Digest alone, although some directors who follow the work closely prefer the Daily Digest and turn the weekly one off, since the daily email carries most of the same detail at a closer interval. Receiving both is also fine.

If Managemate feels noisy, the first setting to review is usually Daily Digest / New Records notification type.

This notification type covers new records such as:

For the Daily Digest / New Records notification type:

If records are being created across multiple properties during the day, this can generate a lot of notifications, especially for portfolio managers who manage multiple properties.

If you want fewer interruptions:

This one change solves the problem for many users.

The right setup depends on how many condos you look after.

If you are responsible for one or two condos

If you are responsible for several condos

In both cases, turn on Service Requests, Invoice Requests, Invoice Status Change and Assignee Changes if they are relevant to your role.

If you are missing notifications, check these first:

Go to User Profile > Notifications and confirm the right channels are enabled.

Remember:

Not all notifications arrive immediately.

For example:

If you expected an instant email for a new record, that is likely the issue. New records are notified in email as part of a scheduled daily digest. Financial statements are the exception, and are sent right away.

Note that none of the four scheduled emails is sent when there is nothing to report. A quiet property produces a quiet inbox.

If Push is enabled in Managemate but nothing is arriving on your phone:

Sent when someone tags you in a note using "@".

Best for: direct attention
​Recommended: keep on

Sent when new records are created, such as documents, invoices, vendors, activities, or projects. The email is a single end of day summary at 5:00 PM covering the last 24 hours at one condo.

Best for: general awareness
​Recommended: keep Email on, and turn Push off if volume is high

To learn more, read How the Daily Digest Email Works in Managemate.

A weekly summary email covering the past 7 days at one condo, plus a preview of the 7 days ahead.

Best for: higher-level review, and the only email most board directors need
​Recommended: keep on

To learn more, read How the Weekly Digest Email Works in Managemate.

Sent when a document is created with the document type Financial Statements, or when a new file is added to a document that already has that type.

Unlike most notification types, this one is sent in real time on all three channels, including email. You do not wait for a digest.

Best for: knowing as soon as financial statements are available
​Recommended: keep on, especially for board directors

To learn more, read How Financial Statement Notifications Work in Managemate.

Sent each morning at 7:00 AM, one email per condo, listing what is due, starting, expiring or renewing that day. It also shows a count of overdue items and of unscheduled activities that have been quiet for 14 days or more.

Best for: knowing what your day looks like at a property
​Recommended: keep Email on

To learn more, read How the Daily Agenda Email Works in Managemate.

One email at 6:45 AM covering every condo you have access to, with counts only, grouped by property. It arrives ahead of the individual Daily Agendas so you can use it to decide which properties need you. It is hidden if you have access to only one condo.

Best for: managers and assistant managers responsible for more than one property
​Recommended: keep on if you look after several condos

To learn more, read How the Portfolio Overview Email Works in Managemate.

Sent when a Managemate activity is created or updated from a service request email notification received from a supported community website portal.

Your starting setting for this notification comes from your role, and you can change it at any time.

Best for: managers tracking incoming resident and owner requests
​Recommended: keep on if you handle service requests

To learn more, read Creating Managemate Activities from Service Request Notifications.

Sent when an invoice requires your approval.

Best for: time-sensitive approval tasks
​Recommended: keep on if you approve invoices

Sent when an invoice is approved or declined.

Best for: tracking approval outcomes
​Recommended: keep on if this matters to your role

Sent when the assignee on an activity changes.

Best for: task ownership updates
​Recommended: keep on if reassigned work matters to your role

For a quick explanation of what Email, In-app, and Push mean, see:

How Notification Channels Work in Managemate.