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Monitor background work (syncs, imports, recalculations) and errors that need action here.

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What you can do on this page

  • Search and filter operational notifications by severity, category, and status.
  • Mark notifications as read and dismiss (hide) them when resolved.
  • Bulk hide/unhide notifications to keep the table usable.
  • Refresh notifications when background work completes.
  • Use notifications to spot data issues and calculation blockers early.
  • Refresh: triggers a background job to pull the latest notifications. When it completes, the table reloads.
  • Role gating: some categories are only visible to managers (for example calculation-blocked notifications).
  • Common failure modes: delays while jobs run and permissions that hide certain categories/actions.
  • How to verify: see How to verify refresh worked below.
  • If it fails: broaden your filters (severity/category/status), confirm you have access to the category, and retry after background work completes.
Notifications page

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Access

  • Click the bell icon in the header, or open /{orgId}/notifications.

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Filters

Notifications can be filtered by URL-backed controls, including:
  • search
  • severity
  • category
  • status (active/hidden)
  • source (trigger source)
Some categories may be role-gated. For example, the CALC_BLOCKED category is only available to Sales Managers.

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Actions

On each notification you can:
  • Mark as read
  • Dismiss (hide)
Use the Status filter to switch between Active and Hidden notifications. Bulk actions will hide or unhide selected notifications based on the current status mode.

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Refresh

Use Refresh to trigger a background job that refreshes notifications and then reloads the table.

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How to verify refresh worked

  • Click Refresh.
  • Confirm the table reloads and the newest rows/timestamps update (or new notifications appear).
  • If you expected something and don’t see it, broaden your filters (severity/category/status) and refresh again.

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Common issues

  • I do not see the notification I expected: clear search, broaden severity/category filters, and confirm whether you are viewing Active vs Hidden.
  • Refresh does not show recent work: background jobs complete asynchronously. Check Settings → Integrations → Logs for the source job, then refresh again.
  • I cannot see some categories: some categories (for example, calculation-blocked) are manager-only.