In-app alerts and client messaging are two separate systems. As the settings page puts it:
In-app alerts show up in your DMLY notification centre. They keep your team informed and don’t
message clients. To change what your contacts receive on WhatsApp, SMS or email, see
Notification settings.
These alerts are not personal preferences
The on/off switches are set per workspace, not per person. If you turn New conversation off, it goes off for every member of the workspace — there is no personal notification preference in DMLY. The only thing that is yours alone is what you have read: marking an item read clears it for you and nobody else.Where the bell lives
The bell sits at the bottom of the workspace sidebar, next to your name — not in the top bar. A red count shows unread alerts (it stops counting at99+). Select the bell to open the feed, then:
- Select an alert to mark it read. New conversation, Conversation assigned to you and You were mentioned open the conversation itself. Appointment, review and automation alerts open the relevant module list rather than the individual record. The three Finance alerts carry no link at all — selecting one only marks it read.
- Select Mark all read to clear the count.
- You’re all caught up. means the feed is empty.
View all activity at the bottom of the feed goes to your workspace Overview. There is no
activity archive page behind it.
What lands in the bell
Nine events can create an alert.
“Everyone in the workspace” means every active team member. Invoice sent
is the only alert that starts off — turn it on if your team wants a heads-up on every invoice
leaving the workspace.
Who controls what
You control
Which alerts you’ve read, and — if your workspace uses WhatsApp calling —
whether you’re available to take calls.
An admin controls
Which of the nine events fire at all, for the whole workspace, plus everything on the client and
staff messaging side.
Turn an alert on or off
1
Open the Notifications settings
Go to your workspace Settings and open the Notifications page.
2
Switch to In-app alerts
The page has two tabs. Client & staff messages is what your contacts and staff receive over
WhatsApp, SMS and email. In-app alerts is the bell.
3
Toggle the events you want
Each of the nine alerts has a switch. Turning one off stops it for everyone in the workspace.
4
Select Save
Nothing applies until you save.
Troubleshooting
An alert never arrived
An alert never arrived
Check the In-app alerts tab first — someone in your workspace may have switched that event off
for everybody. Also check the alert’s audience in the table above: Conversation assigned to you
only reaches the assignee, and You were mentioned only reaches the people tagged.
Alerts only show up when I change pages
Alerts only show up when I change pages
New alerts normally appear without a refresh. If yours only appear when you navigate, real-time
updates aren’t reaching your browser — nothing is lost, the alert is still there, it just arrives
late. Report it if it persists; see Logs.
I want a teammate notified on WhatsApp, not just in the bell
I want a teammate notified on WhatsApp, not just in the bell
That’s the other system — staff notifications live on the Client & staff messages tab.
Staff appointment confirmation and Staff appointment updates already go out over WhatsApp
and email by default. Staff new conversation is the one that ships off, because it can get
noisy — switch it on there. See Notification settings.

