The Client Portal brings every alert your clients receive into one central place: the Notifications tab. From here, clients can view updates from the portal and its connected areas, such as communities and courses, without hunting through separate screens. This guide walks through how clients access their notifications, what they will receive, and how both clients and portal owners can manage delivery preferences.
Have the client select the bell icon within the Client Portal.
All notifications, including those from connected areas like courses and communities, appear together in the same place.
Selecting a notification opens its details or lets the client take the relevant action.
Every notification across all community groups lives in this same location. For all in-app notifications, clients also receive an email.
Note: When a notification links to a community post, the post may open in a dedicated full-page view on the web for easier reading.
Here is a list of the notifications clients will encounter in the Notifications tab, along with the in-app and email versions of each:
In-app notification type | Area | In-app notification | Email notification |
|---|---|---|---|
Tagged in a comment | Communities |
|
| | Tagged in a post | Communities |
|
| | @everyone in comment | Communities |
|
| | @everyone in post | Communities |
|
| | Request to join (User) | Communities |
|
| | Request to join (Admin) | Communities |
|
| | Membership approved | Communities |
|
| | Membership declined | Communities |
|
| | New course added in Learning tab (User) | Communities |
|
| | New like | Communities |
| N/a | | New comment | Communities |
|
| | New reply on comment | Communities |
|
|
The Client Portal includes notification controls that let both individual clients and portal owners manage how and when alerts are delivered. These settings help clients stay informed while cutting down on unnecessary notifications. Notifications can be delivered by email or push (for mobile app users), and preferences can be customized per event type.
Clients have full control over whether they receive email or push notifications for specific types of events. This creates a personalized experience that avoids notification fatigue while still making sure important updates are seen.
Clients can independently enable or disable email and push notifications for the following event types:
Community updates
Course certificates
Likes on posts
Likes on comments
All preferences are found in the Manage Your Account section of the Client Portal.
Portal owners can also configure certain notification defaults, specifically around engagement signals like likes. These settings apply across the entire portal and may override individual preferences in some cases.
Owner-controlled settings include:
Enabling or disabling email notifications for post likes
Enabling or disabling email notifications for comment likes
When a notification setting is locked by the portal owner, the client sees a tooltip explaining that the option is managed by the administrator.
Clients can manage their own notification preferences by following these steps:
Navigate to the Client Portal, Communities, or Courses area.
Select the profile icon in the upper-right corner.
Choose Manage Your Account from the dropdown menu.
Select Notifications from the left-hand menu.
Use the toggle switches to turn email or push notifications on or off for each event type.
Greater personalization: Clients tailor their notification preferences to reduce inbox clutter and avoid unnecessary alerts.
Push notification support: Push notifications can be managed independently of email, giving mobile clients more flexibility.
Engagement awareness: Clients receive alerts when their content receives likes, helping them stay connected to the community.
Simplified experience: Clear tooltips indicate when a setting is controlled by the portal owner, reducing confusion.
