ScalePad Lifecycle Manager automates essential updates, including email invoice notifications. This article describes setting and managing your email and browser notifications.

Data security
For security reasons, notification settings are unique to each member, and can only be managed at the member level.

Manage your notifications

Navigate to Settings > My Notifications. This is where you can select to receive each notification type in-browser, by email, or both.

If the Invoicing notifications options are missing

You likely don't have the Place Orders & Manage Billing permission. Get one of your account administrators to update your member permissions.

Notification types and frequency

The following notifications and their associated frequencies can be enabled:

  • Clients Summary Report - The Client Summary Report is sent out on the first day of each month, starting at 8 AM Coordinated Universal Time (UTC) (9 AM Greenwich Mean Time).

  • Invoicing - Invoice notifications are sent every month (about every 30 days) from your initial subscription date.

  • Disabled Integration - In the rare event that an integration fails, you will receive a notification.

  • Warranty coverage coupons - Notifications are sent as coupons are created.

  • ScalePad warranties expiring soon - Notifications are sent out on the last Tuesday or Thursday of the month (whichever is closest) at 5 pm Coordinated Universal Time (UTC) (6 PM Greenwich Mean Time).

  • Integration sync error - In the rare event that an integration has errors, you will receive a notification.

  • Offer Created - Notifications are sent as soon as offers are created.

  • Share - Notifications are sent as soon as a filtered asset view is shared.


Change where invoice notification emails are sent

To change the address where notifications are sent, you'll need a member account with the appropriate permissions for the new email. See the How do I add, remove, or delete team members? and How to manage your team’s permissions articles for assistance.

Once the member is set up:

  1. Sign in to the member account

  2. Navigate to Settings > My Notifications

  3. Enable invoice notifications

Once you've updated your notification settings, they save automatically.

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