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Adding Notification Recipients

Set up team members to receive alerts about your organization's messages and leads

Brandon Austin avatar
Written by Brandon Austin
Updated over a month ago

Quick Answer

Add notification recipients in the Notifications tab of your organization editor. Enter an email address or phone number, verify it with a code, and the recipient immediately begins receiving alerts. You can add unlimited emails and up to 5 SMS recipients (Sponsor only).

Step-by-Step Instructions

Step 1: Open the Notifications Tab

  1. Go to Dashboard → select your organization listing

  2. Click the Notifications tab

Step 2: Add an Email Recipient

  1. Click + Add Email Recipient

  2. Type the email address

  3. The system sends a 6-digit verification code

  4. Have the recipient check their inbox (including spam folder)

  5. Enter the code in the verification field

  6. Status changes to "● Verified"

Step 3: Add an SMS Recipient (Sponsor Only)

  1. Click + Add SMS Recipient

  2. Enter the mobile phone number

  3. A verification code arrives via text message

  4. Enter the code to complete verification

  5. The number appears with "● Verified" status

Step 4: Remove a Recipient

  1. Find the recipient in the Email or SMS list

  2. Click the Remove button next to their address/number

  3. Removal is immediate—they'll stop receiving notifications

Important Notes

  • Complete verification in the same browser session; closing the page cancels the process

  • Verification codes expire after 30 minutes

  • Your account email cannot be removed from the recipient list

  • Adding someone as a Team Member does NOT automatically add them to notifications—you must do both

FAQs

Why does my team member need verification for each listing? Verification is per-listing to ensure explicit consent. If you manage multiple organization listings, add and verify recipients separately on each one.

Can I add a shared inbox email? Yes. Any valid email address works, including team@ or info@ addresses. The same email can be verified on multiple listings.

What if the verification code doesn't arrive? Check spam folders and wait 2-3 minutes. For SMS, ensure the phone can receive short code messages. If issues persist, click to request a new code.

How do I give someone inbox access AND notifications? Add them as a Team Member (for inbox access with appropriate role permissions) AND add their email in the Notifications tab (for alerts). These are separate features that work together.

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