Understanding Niobi Notifications Introduction Niobi sends notifications to keep you informed about important account activity—invoices paid, bills submitted for approval, payments processed, and more. Unlike other systems where you configure what notifications you receive, Niobi automatically sends notifications based on your role and permissions. This ensures that approvers get approval requests, managers get team activity updates, and directors receive comprehensive account alerts. This guide covers notification types, notification channels, and how your role and permissions determine what notifications you receive. What you'll learn: - Types of notifications Niobi sends - Notification channels available (in-app, email, SMS) - How roles and permissions trigger notifications - Who gets notified for specific actions - Common notification scenarios by role - Viewing notification history - Troubleshooting notification issues Time to complete: 5-10 minutes \--- Before You Start To understand your notifications, you'll need: - Active Niobi account with workspace access - Logged in at https://app.niobi.co - Email address on file (for email notifications) - Understanding of your role and permissions in the workspace Types of Notifications Niobi sends notifications for important account events. Here's what triggers each type: 📄 Financial Notifications 📋 Invoice Notifications - ✅ Invoice created - ✅ Invoice sent to customer - ✅ Invoice viewed by customer - ✅ Payment received on invoice - ⚠️ Invoice overdue (payment not received) - ❌ Invoice cancelled 📝 Bill Notifications - ✅ Bill created - ✅ Bill submitted for approval - ✅ Bill approved - ❌ Bill rejected - ⚠️ Payment due soon - ⚠️ Bill overdue (payment due) - ✅ Payment recorded 💳 Payment Notifications - ✅ Payment sent - ⏳ Payment pending - ✅ Payment completed - ❌ Payment failed - ✅ Payment confirmed by recipient 👤 Account Notifications User Management - 📧 New team member invited - ✅ User accepted invitation - 🔄 User role changed - ❌ User removed from workspace Account Events - 💰 Balance updated (significant changes) - ✅ New account opened - ❌ Account closed - 🔴 Security alert (suspicious activity) ✅ Approval Notifications For Approvers - 👁️ Bill awaiting approval - 👁️ Invoice awaiting approval - 👁️ Payment awaiting authorization - 👁️ Approval request from team member For Submitters - ✅ Your bill was approved - ❌ Your bill was rejected (with reason) - ✅ Your invoice was approved - 🔄 Approval process started 🔔 System Notifications Important Updates - 🔧 System maintenance scheduled - 🎉 New feature released - 🔒 Security update - ⚠️ Account verification needed - ⚠️ Payment method update required 📬 Notification Channels Niobi can send notifications through multiple channels: Option 1: Standard Text Copy 🔔 In-App Notifications - Where It Appears: Bell icon (top-right) in Niobi app - Best For: Quick alerts while working - Advantages: Immediate, no delay,