🔔 Understanding Client Hub Notifications (Accountant Users)

Client Hub uses multiple indicators to help you track activity across clients. These indicators serve different purposes and do not all clear in the same way, which is important to understand to avoid confusion.

This article explains what each indicator means and exactly how it clears.

🟦 Message Indicators (Conversations Only)

Blue Conversation Bubble (next to a client name)

What it means

• There are unread messages or conversation activity for that client.

What clears it

• Clicking the blue conversation bubble
• Entering the client workspace and viewing the conversation

What it does not affect

• Notification bells
• Notification counts
• The global notification panel

📌 Important: Messages are not notifications. They use a completely separate system.

🔔 Client-Level Notification Bell (Specific Client)

Bell icon next to the client name / in the client header

What it means

• There are notifications related to that specific client workspace, such as:
  • Client task responses
  • File uploads
  • Other tracked client activity

What clears it

• Entering that client’s workspace

What does not clear it

• Opening the global notification bell
• Marking notifications as read from the left sidebar
• Viewing messages

📌 Tip: If this bell is showing, click into the client workspace to clear it.

🔔 Global Notification Bell (Left Sidebar)

Bell icon on the far-left sidebar (with pulsing red dot)

What it means

• There are unread notifications across all client workspaces.

How it works

• Opening the panel does not automatically mark notifications as read.
• This is intentional, so important activity is not dismissed accidentally.

What clears it

• Clicking the “Mark as Read” checkmark at the top of the notification list

What it does not clear

• Blue conversation bubbles
• Client-level notification bells
• Client workspace indicators

📌 Important: Clearing the global bell only clears items in that panel.

🧠 Why this can feel confusing (and what to remember)

There are three separate indicators, and no single action clears all of them:

Because of this, it’s possible to:

• Clear messages but still see notification bells
• Clear global notifications but still need to enter a client workspace
• See indicators that feel “already handled” but haven’t been cleared in that system yet

This behavior is expected and helps prevent missed activity, even though it may feel repetitive at first.

🧭 Managing Notification Volume

You can control which client workspaces generate notifications:

1. Click your profile photo (bottom-left)
2. Select Notification Settings
3. Follow or unfollow specific client workspaces

Unfollowing a workspace stops notifications for client activity (messages, tasks, uploads), but direct actions involving you (job assignments, @mentions) will still notify you.

✅ Key Takeaway

If you see an indicator:

• Message bubble? → Open the conversation
• Client bell? → Enter the client workspace
• Global bell? → Mark notifications as read manually

Each indicator clears independently.