How do I get notifications?

Overview

This guide explains how users can receive notifications in RDrive based on subscriptions, and automation rules.

• Purpose: To help users understand how to receive updates about items they’re involved with.
• Who It’s For: General users, project admins.

Prerequisites: Access to items in RDrive and appropriate permissions.

TABLE OF CONTENTS

• Situation-by-Situation Instructions
  • Situation 1: I want to get notified about updates on an Item I'm involved in
  • Situation 2: I want to subscribe other teammates to an Item
  • Situation 3: I want notifications to be triggered by automation
  • Situation 4: I want to receive mobile push notifications
• FAQs & Troubleshooting

Situation-by-Situation Instructions

✅ Situation 1: I want to get notified about updates on an Item I'm involved in

• Navigate to the desired item.

• Click the dropdown menu.

• Select Subscribe to start receiving notifications for status changes and updates.
  
  

✅ Situation 2: I want to subscribe other teammates to an Item

• If you have the required permissions:

  • Open the item.

  • Click the dropdown menu > Subscribe.

  • Add or remove users in the dialog.

  • Confirm to save your changes.
    
    

✅ Situation 3: I want notifications to be triggered by automation

• Project administrators can configure automation rules that automatically subscribe or unsubscribe users based on the item's status.

• Example scenarios:

  • Auto-subscribe the responsible party when an item changes to "In Progress".

  • Unsubscribe users when the item is marked as "Closed".

• ✉️ Contact your project admin if you'd like to implement or adjust automation rules.
  
  

✅ Situation 4: I want to receive mobile push notifications

• To receive push notifications on the RDrive mobile app:

  • Make sure the notification permission is enabled in your device settings.

  • Ensure you are logged into the correct project or company.

  • Confirm that you are subscribed to the item.

FAQs & Troubleshooting

❓ I’m not receiving notifications even though I subscribed.
✔️ APP - Check that your device has notifications enabled and that you’re logged into the correct project.
✔️ For email - Please check your email’s junk or spam folder, or contact your company’s IT team to ensure the sender’s domain is approved and not blocked.

❓ Can I receive notifications without being the assignee?
✔️ Yes. As long as you’re subscribed to the item, you’ll receive relevant notifications.

❓ What’s the difference between being subscribed and being assigned?
✔️ Subscribed users receive notifications but are not responsible for the item. Assigned users are responsible.

For further assistance, refer to the system’s Knowledge Base or contact your project administrator.