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Managing Email Notifications and User Roles

To ensure that only the relevant agent or person receives email notifications in Properti, user roles must be properly assigned. This guide outlines how to modify user roles and manage notifications accordingly.

Written by Product

Adjusting User Roles to Control Email Notifications

Notifications in Properti.ai are sent based on user roles. If an Admin is receiving notifications meant for Agents, you can update their role as follows:

  1. Navigate to the Teams Section

    • Log into Properti.ai.

    • Go to the Teams section.

  2. Locate the User to Modify

    • Find the agent whose role you need to update.

  3. Edit the Role

    • In the Actions column, click More actions (⋮) and choose Change role.

      More actions menu on the Team page

    • Under Role, choose Agent, then click Save. You can't change your own role, the workspace owner's role, or head office admins visiting your workspace.

      Change role dialog

Once updated, the user will now receive only agent-specific notifications instead of admin-related ones.

You don't need to change someone's role to cut down their emails. Workspace admins can switch off notifications for Agent, Advertiser, Analyst and Creator team members from Team, More actions (⋮), Notification preferences. See Managing team member notification preferences as a workspace admin.

Troubleshooting & Assistance If you encounter any issues while updating roles or if notifications are still being sent incorrectly, contact Properti.ai support for further assistance.

Support Email: [email protected]

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