Notification settings allow Administrators to customize the types of notifications to receive based on events within the system. This feature enhances administrators' ability to stay informed about critical changes or updates made to profiles.
Important: Your Admin Profile must have Allow Web Notifications or Allow Email Notifications marked on your profile. Contact your Administrator with Owner permissions for assistance.
Enable Notifications
1. Login to your Calculus Account
2. Click Account on the upper right corner
3. Click on Notification Settings
4. Tick the checkboxes from the list of events or activities that trigger notifications, such as 'New document uploaded' or 'New tax form signed' - depending on what you wish to receive notifications for.
| New document uploaded | Receive notification when a new document is uploaded to a record |
| New tax form signed | Receive notification when a new document is signed in a record |
| Personal information change | Receive notification when a change in personal information is recorded |
| Finance information change | Receive notification when payment information is changed |
| Current visa status change | Receive notification when the user/vendor makes a change to their visa/immigration status |
| Any changes made in user account | Receive notification for any change in a user/vendor record |
| Name change | Receive notification when the name of a user/vendor has ben changed |
| Tax number change | Receive notification when the US TIN of a user/vendor has been changed |
| Residency change | Receive notification when there's a change in the tax residency of a user/vendor |
| Residency starting date change | Receive notification when there's a change in the residency starting date of a user/vendor |
| Tax treaty change | Receive notification when there's a change in the the tax treaty determination for a user/vendor |
| Address change | Receive notification when there's a change in the address of a user/vendor |
| Phone number change | Receive notification when there's a change in the phone number of a user/vendor |
5. You may receive web notifications via the notification bell icon within the system interface. These notifications appear directly in the system and are accessible when you log in.
6. Opt to receive notifications via email. This ensures you stay updated even when you are not actively logged into the system.
7. Once you have made your selections, scroll down and click Submit.
Note: Notifications are admin specific so every admin can customize what they would like to be notified of.