How do I manage notifications & emails from Satago?
You can manage which notifications you receive from Satago directly from your account settings. Follow the steps below to mute or adjust your email notifications.
How to manage your notification settings
Log in to Satago
Access Notification Settings
On the top right hand corner, locate the new notification button next to the search bar.
Click on Settings.
Next to each notification, you have the option to mute, App only or App and Email. By selecting mute will not receive these notification on your email or on the platform.
Setting Options:
App Only: Each new notification will be recorded within the Satago application only.
App and Email: Each new notification will be sent to you as an email in addition to the in-app notification as above.
Mute: Each new notification will be silenced. There will be no increase to the banner display, no email, and the notifications for this category will not be shown in the notification list either.
We also send some operational mandatory notifications to your email address - one of these is the email which redirects you to your Outbox where you can make changes to the reminders being sent the following morning. The other is the out of sync message which describes that we were prevented from sending your scheduled reminders due to a failed import.
Notification Options
More notification categories are being added all the time, it is best to check the notification options page for the current list. Here are the definitions of them:
Customer comments: Triggered when the recipient of a Reminder (your customer) makes a comment by email or by visiting the customer invoice page from the invoice link in the email reminder.
Colleague comments: Triggered when another user in your organisation makes a comment by email or by visiting the in-app invoice or customer page.
Internal notes: Triggered when another user in your organisation leaves an internal note.
Matched Customers' credit: Triggered when one of your matched customers changes credit score band, or their DBT or credit score starts trending negatively.
Credit limit breaches: Triggered when a matched customer owes you more than their credit limit
Overdue invoices: Triggered when an invoices becomes overdue
Eligible for finance: Triggered when you have new invoices eligible for finance
Invoice disputes: Triggered when a customer disputes an invoice
Payment promises: Triggered when a customer indicates a date they will be making the payment
Who can I contact for help?
If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre