In the upper right corner of the Botkeeper platform, you'll see a series of five icons that represent functions you might want to access from wherever you might be: Help, Quick Action, Notifications, and Profile.
- Help: Represented by a question mark, you can access the resource center, or file a ticket if you need personalized assistance.
- Quick Action: Represented by a plus symbol, the button provides easy access to Add Client, Invite User, Create Task, Add Connection, and Request Connection functionality from anywhere in the platform. Note that Add Connection and Request Connection will only be available when a client has been selected.
- Notification Alerts - Represented by a bell, click here to access in-app messages (unread messages, and all messages)
- Settings: Represented by a gear, clicking here provides access to your Notification Settings, Portal Settings, and User Permissions.
- Profile: Represented by the profile photo or illustration you've chosen (shown above as a ladybug), this provides access to your profile and allows you to Logout.
Working with your Notification Settings
Set your notifications preferences as seen below, with options to receive in-app, email, or digest (daily / weekly). Please note notifications are set at the user level. Notifications that have a digest option will will default to the Daily Digest option, if a digest option hasn’t already been selected. Users can change this at any time in their Notification Settings. Be sure to click Save Changes in the lower right when you've completed your changes.
