Configure Shared Spaces notifications

The quick way on the Windows Desktop App

1. Set and update notification defaults for a Shared Space
2. Manage notification preferences for individual participants
3. Update your personal notification preferences
4. Configure your Mutual Action Plan notifications

Do this step by step

Set and update default notification preferences

Ensure your colleagues and buyers receive critical updates while preventing notification spam. Set default notification rules for new participants and instantly update everyone's preferences in your Shared Space.

1. While viewing a Shared Space, click the three dot menu in the top-right corner.
2. Select Settings.
3. Click Notification Settings at the bottom of the window.
4. Under Apply changes to, choose how you want to deploy these changes:
   • New participants only: This sets the default rules for any new participants invited to the Shared Space moving forward. Existing participants keep their current preferences.
   • New and all existing participants: This immediately updates and overrides everyone's current preferences in the Shard Space, including future invites.
5. Choose to configure settings for Internal Participants (your team) or External Participants (your buyers) by clicking the corresponding tab.

6. Check or uncheck the options according to your preferences:

   Notification type	Description	Audience
   Participant visit summary	Receive an email summarizing the actions a participant took during a visit.	Internal participants only
   New joiner updates	Receive an email notification every time a new participant joins the Shared Space.	Both
   New content updates	Receive an email notification when new files or folders are added.	External participants only
   Comments	Receive an email about new comments. Choose to receive notifications for @mentions and active threads or All comments.	Both

7. Click Save to apply the default settings.

Tip: You can also configure these settings during the initial creation flow of your Shared Space.

Manage notification preferences for individual participants

If a specific participant has unique communication preferences, you can customize their notifications individually without changing the defaults for the rest of the Shared Space.

1. Within your Shared Space, click the People icon in the top header.
2. Locate the participant in the list and click the three dot menu next to their name.
3. Select Manage preferences.
4. Toggle the specific email notifications on or off for this user. You can adjust their Mutual Action Plan reminders here as well.
5. Click Save.

Note: If a participant no longer wishes to receive updates because they are leaving the project, we advise clicking Revoke Access in the individual's three dot menu rather than disabling all their notifications.

Update your personal notification preferences

Adjust what you personally receive from any individual Shared Space to keep your inbox organized.

1. Open one of your Shared Space activity emails and click the here link in the footer.
2. Alternatively, if you're already viewing the Shared Space, click the three dot menu in the top-right corner and select My Preferences.
3. Select the activities you want notifications for. Note that another internal participant can change your notification settings.
4. Click Save.

Tip: External participants (your buyers) can also update their own notifications. They can click their profile avatar in the top-right corner of the Shared Space, then select My Preferences to set their settings. The Participant Visit Summary option is unavailable to external participants. Buyers can learn how to collaborate with their vendor and colleagues with the Shared Spaces guide for buyers.

Configure your Mutual Action Plan notifications

If the Shared Space has a Mutual Action Plan enabling Next Steps, there are two email notifications and one reminder that you can turn on or off.

1. Click the three dot menu in the top-right corner of the Shared Space and select My Preferences.
2. Scroll to the Next Steps section.
3. Toggle the following notification options on or off:
   • Next Steps: My action items: Receive email updates about action items assigned to you.
   • Next Steps: Completed actions: Receive email updates when any action item in the plan is marked complete.
   • Next Steps: Reminder: When toggled on, each time you access the Shared Space, a reminder pop-up will show you an action completion summary and remind you of the Next Steps.
4. Click Save.

The quick way on iOS

1. Navigate to a Shared Space.
2. Tap the three dot menu and select My Profile & Preferences.
3. Adjust your notification preferences.

Do this step by step

Adjust what you personally receive from any individual Shared Space to keep your inbox organized.

1. While viewing the Shared Space, tap three dot menu in the top right and tap My Profile & Preferences.
2. Each email notification type has a toggle, which you can turn on or off.
   • Participant Visit Summary: When enabled, you will receive a summary of participants' actions during a session.
   • New Joiner Updates: When enabled, you will receive a notification whenever a new participant joins the Shared Space.
   • Comments: When enabled, you will receive notifications about new comments in the Shared Space.
     • You can also select to be notified only for @mentions and your active threads or All comments.
3. Tap Save. Note that another internal participant can change your notification settings.