Getting Started Beginner

Notifications and Alerts Setup

2 min read Updated February 11, 2026
Configure notifications for data changes, goal progress, and team activity.

Stay informed with clariBI notifications.

Notification Types

System Notifications

  • Sync completions/failures
  • Processing status
  • Credit usage alerts
  • System maintenance

Activity Notifications

  • Dashboard updates
  • Report completions
  • Comment mentions
  • Sharing invitations

Alert Notifications

  • Goal threshold reached
  • Anomaly detection
  • Data quality issues
  • Custom metric alerts

Accessing Notifications

Notification Center

  • Click bell icon in top nav
  • View recent notifications
  • Mark as read/unread
  • Take action on items

Notification Settings

Go to Settings > Notifications

Configuring Notifications

Email Notifications

Choose what triggers emails:
- Immediate notifications
- Daily digest
- Weekly summary
- Turn off completely

In-App Notifications

Toggle notifications for:
- Team activity
- Dashboard changes
- Comment mentions
- System updates

Mobile Notifications

If using mobile:
- Push notifications
- SMS alerts (Enterprise)

Setting Up Alerts

Credit Usage Alerts

  1. Go to Settings > Billing
  2. Click Usage Alerts
  3. Set thresholds:
    - 50% used
    - 75% used
    - 90% used

Goal Alerts

  1. Open goal settings
  2. Configure alerts:
    - On track/off track
    - Milestone reached
    - Goal achieved

Data Alerts

Set alerts on metrics:
1. Open dashboard widget
2. Click Alert option
3. Set condition (above/below threshold)
4. Choose notification method

Notification Preferences

Frequency Settings

  • Real-time: Instant delivery
  • Batched: Grouped every few hours
  • Daily: Once per day summary
  • Weekly: Weekly recap

Quiet Hours

Set do-not-disturb times:
- Start and end time
- Days of week
- Emergency override

Managing Notifications

Notification Actions

From notification center:
- View details
- Navigate to item
- Dismiss notification
- Mute similar notifications

Bulk Management

  • Clear all notifications
  • Mark all as read
  • Export notification history

Team Notifications

@Mentions

Notify specific team members:
- Type @ followed by name
- Select from suggestions
- They receive notification

Workspace Notifications

Subscribe to workspace updates:
- New content added
- Content modified
- Member changes

Best Practices

Avoid Notification Fatigue

  • Be selective about alerts
  • Use digests for low-priority
  • Review settings quarterly

Critical Alerts

Ensure important alerts get through:
- Credit depletion
- System errors
- Goal failures
- Security events

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