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Notifications to Adviser, Administrator and Employee

Feature RequestNotifications

Currently if a client uploads a document only the adviser gets a notification. It would be preferable if both adviser AND administrator gets notification (or at least for this to be an option in the user settings).

In addition to this, it appears adviser get notifications when employees upload documents to plannnr. Would it be possible for adviser to turn off notifications for employee actions

Area of the system
Posted by John Bowden ·
Status: Accepting Feedback1 comment

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Comments1

  • Matthew Kavanagh

    •

    Jul 17, 2025

    In addition to this, it appears adviser get notifications when employees upload documents to plannnr.

    Would it be possible for adviser to turn off notifications for employee actions