Why Agents May Receive Unexpected Notifications
Automation notifications are linked to access permissions assigned to the automation trigger or workflow.
If an agent has access to a trigger, they may receive related notifications such as:
Price change alerts
Campaign updates
Listing workflow notifications
Automation completion emails
Trigger activity updates
This can occur even when:
The CRM mapping is correct
The listing assignment is correct
The agent is not the primary listing agent
How Notification Permissions Work
Manually Selected Agent Access
When the workspace uses Manually select agents mode:
Only selected agents can access the automation trigger
Selected agents may also receive workflow notifications related to that trigger
This setup is commonly used when workflows should only be managed by specific users.
Grant Access to All Agents
When the workspace uses Grant access to all agents mode:
All agents in the workspace can access automation triggers
Notification recipients are limited to:
Workflow creator
Workspace admins
This option reduces the likelihood of unexpected agent notifications.
How to Check or Update Permission Settings
Review Automation Trigger Access
Open the relevant automation or workflow
Locate the Agent Access or Permissions section
Review which agents have access assigned
Remove any agents who should not receive notifications
Save changes
Change Workspace Permission Mode
Go to Workspace Settings
Locate Agent Permission Mode
Choose either:
Manually select agents
Grant access to all agents
Save changes
Recommended Best Practices
Use “Manually select agents” when:
Only specific team members should manage workflows
Different teams require separate automation access
You want tighter workflow visibility control
Use “Grant access to all agents” when:
All agents should access workflows
You want notifications limited to admins and workflow creators
You want simpler permission management across the workspace
Troubleshooting Unexpected Notifications
If agents are receiving unexpected workflow emails:
Confirm the agent has access to the automation trigger
Review workspace permission mode settings
Check whether access was previously assigned manually
Verify notification expectations with the office or admin team