Seamlss sends email notifications to your team when clients and leads take key actions. You can control which notifications you receive, who they go to, and whether Account Managers or Partners are included.
Accessing Notification Settings #
To manage your notifications, go to Settings in the left sidebar, then click the Notifications tab.
You will see a list of notification types. For each one, you can:
- Enable or disable the notification using the toggle on the left.
- Set email recipients in the “Email address(es)” field. Separate multiple email addresses with a semicolon (;).
- Tick Account Manager to also notify the team member who sent the original request to the client.
- Tick Partners to also notify any users with the Partner role.
- Send a test notification using the Test button on the right to verify your setup.
Notification Types #
Seamlss supports the following notification types:
Client Notifications #
- Client Completed Onboarding – sent when a client completes their onboarding process.
- Client Completed Identity Verification – sent when a client completes their identity verification.
- Client Completed Fetch Form Request – sent when a client completes an Insta Fetch form request.
- Client Added Entity – sent when a client adds a new entity from their client area.
- Client Completed Agent Linking – sent when a client completes the agent-client linking process for their entities.
- Client Completed Request – sent when any client flow or request is completed.
- Client Send File – sent when a client sends a file to your firm.
Lead Notifications #
- Lead Added – sent when a new lead is added.
- Lead Completed Form – sent when a lead completes the Lead Link form.
Ethical Clearance Notifications #
- Ethical Clearance Complete – sent when an ethical clearance request has been completed by the other firm.
Understanding Account Manager and Partners #
Two checkboxes appear under each notification type: Account Manager and Partners.
The Account Manager is the team member who sent the request to the client. Ticking this checkbox means that person will receive the notification when the client completes the request they sent. This is useful for firms where different staff handle different clients – each person only gets notified about their own requests.
Partners refers to any organisation users who have the Partner role. Ticking this checkbox sends a copy of the notification to all Partners in your firm.
Per-User Notification Settings #
Individual team members also have notification options on their user profile. When adding or editing a user in Settings > Users, you will find:
- Receive notifications – enables or disables notifications for that user.
- Send notifications to someone else – redirects that user’s notifications to a different email address. Separate multiple addresses with a semicolon (;).
This is helpful if a team member is on leave and you want their notifications redirected to a colleague.
Troubleshooting #
Not receiving notifications #
- Check that the notification type is enabled (toggle is on) in Settings > Notifications.
- Confirm your email address is entered in the recipient field for that notification type.
- If you expect to receive notifications as the Account Manager, make sure the Account Manager checkbox is ticked, and that you were the person who sent the request.
- Check your email spam or junk folder. Seamlss notification emails come from [email protected] – add this address to your safe senders list.
- Ask your IT team to whitelist emails from seamlss.com.au if your organisation has strict email filtering.
Use the Test button #
Each notification type has a Test button. Click it to send a test notification to the configured email address(es). If you receive the test email, your notification settings are working correctly. If not, the issue is likely with your email delivery or spam filtering rather than Seamlss.
Related Guides #
- Adding Firm Users – manage user roles including the Partner role
- Setup Guide – notification recipients are part of the recommended setup steps
- Understanding Contacts, Clients and Groups – learn how the data model works
