The Firm Portal delivers in-app notifications for important events such as new client signups, payment failures, and billing changes. This article explains how to view and manage them.
Notifications bell icon in the Firm Portal top navigation bar
What You Can Do
- In the top navigation bar, click the bell (🔔) icon.
- A dropdown panel opens listing recent notifications.
- Click on any notification to navigate directly to the relevant page or client.
- Notifications are marked as read when you open them.
- To clear all notifications, click 'Mark all as read' if available.
💡 Good to Know: Critical notifications (e.g., payment failures) are also sent via email to the Firm Owner.
💡 Good to Know: There is no limit on notification history — older notifications are still accessible by scrolling.
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