Articles on: Workspace & integrations

Set notification defaults for your team and clients

Notification defaults let you decide what new team members and new clients are told about, so that people hear about what matters to them without being flooded. They cover each event and each channel: inside Zendo, in the browser or by email. There is one set of defaults for your team and one for your clients, both on Settings › Workspace › Notifications. People receive the defaults at the moment you invite them, so it is best to set them before you invite a group of people.

Set the defaults

Open Settings › Workspace › Notifications. The Defaults tab opens.
Under Team members, turn each event on or off in In-app, Browser and Email.
To switch an event on or off in all three channels at once, use All channels.
Switch to Clients and set the events for your clients in the same way.
Select Save.

The Defaults tab for team members: each event per channel (2), and All channels (3).

In-app notifications appear under the bell in the top bar and on the Notifications screen. Browser notifications only work once a person has allowed notifications in their own browser, which each person does once.

See what was actually sent

The Delivery logs tab shows who each notification reached and, for everyone it skipped, why. See A client did not get an email.

Defaults are only a starting point

Every team member and every client starts with your defaults, and each of them can then change their own notification settings. Someone who never opens those settings keeps your defaults. Someone who changes them replaces your defaults with their own choices, and Zendo does not tell you about it.

If you change the defaults later, Zendo does not overwrite what people have already chosen for themselves. You cannot set notifications for a single person or for a role: there is one set of defaults for the whole team and one for all clients.

How the team and client lists differ

Your team and your clients have different lists of events. A few differences matter in practice:

Invoices are a single event. It covers invoices that are issued, paid or voided, so you cannot be notified about paid invoices only.
On your team's list, notes and mentions are separate from messages. If your team works a lot in internal notes, you can be notified about notes without being notified about every client message.
Clients have no Orders group. They have a Teams group instead: ten events about client teams that your team does not get.
Status changed tells a client where their request stands, so they do not need to ask you.

See Every notification your team can get and Every notification your clients can get.

Notifications do not change requests

A notification only tells someone that something happened. To make something happen to a request — post a message, change its status or send a form — you need an automation. So if a client should get a written confirmation when they submit a request, add an automation with a Send message action to the request type. See Automate a request type.

Notification defaults also do not decide how the emails look. The logo, the sender address and the footer are set on Settings › Brand › Domain & email. See Send emails from your own address.

Updated on: 09/11/2026

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