Notification Module
Notifications give staff one consistent place for reminders, security events, CRM alerts, operational warnings, workflow outcomes, and reviewer proof messages.
Entry Points
- Navbar dropdown for unread work.
- Notification index for filtering and reviewing records.
- Notification detail page with source, severity, payload context, and related links.
- Activity logs for audit and security investigation.
Event Sources
Authentication, CRM workflows, follow-ups, quotations, invoices, support, demo reset, System Health, marketplace evidence, and background jobs can all create notification or activity records.
Operator Workflow
- Open unread notifications and prioritize security, payment, failed automation, and overdue customer work.
- Follow the related-record link and resolve the source condition instead of only marking the message read.
- Use severity and source filters to investigate repeated failures.
- Confirm customer-facing email delivery separately; an in-app notification does not prove SMTP delivery.
- Retain activity records according to the workspace policy and export evidence before destructive cleanup.
Verification
Trigger one low-risk event for authentication, follow-up, invoice, support, and background-job paths. Confirm the intended role sees the notification, unrelated workspaces do not, deep links resolve, and read state remains consistent.