Receive important updates about your projects and activity in Streamline via email or SMS—alongside the existing in-app notifications. This guide walks you through how to manage your preferences and ensure you’re receiving the notifications that matter most.
What Are Email and SMS Notifications?
Streamline offers multi-channel notifications to help you stay updated on your projects—even when you're not logged into the app. You’ll receive alerts for events such as:
- A workflow being completed
- Being added to a project
- Data source connections or changes
You can manage which of these notifications you receive through your Notification Preferences Panel.
Note: Some critical notifications—like password resets or security alerts—will always be sent and cannot be disabled.
How to Manage Notification Preferences
Step 1: Access the Notification Preferences Panel
- Log into your Streamline account.
- Click your Profile icon in the bottom-left corner.
- Click the Edit Profile button below your name
Step 2: Customize Your Preferences
From your profile, you can:
Enable or disable email notifications for non-critical events.
Opt in to SMS notifications by entering a valid phone number and checking the SMS opt-in box.
Opt out of SMS notifications at any time by replying "STOP" to any Streamline SMS message.
Resume SMS notifications by texting "START" to the sending number.
Note: Preferences are set per user. At this time, account-wide or group-level settings are not supported.
What Events can be selected to Trigger Notifications?
You’ll be notified via your selected channels when any of these system events occur:
Workflow Completed
User Added to Project
Data Source Connected
Data Source Removed
Data Source Change or Breakage
Troubleshooting Common Issues
Here are a few quick tips if you're not receiving notifications as expected:
| Issue | Steps to Resolve |
|---|---|
| SMS not received | Confirm that you've opted in and your mobile carrier supports SMS from our number. |
| Emails going to spam | Check your spam folder. Add Streamline as a safe sender in your email client. |
| No notifications received | Double-check your notification preferences and ensure your email address is correct. |
| SMS opt-out not working | Remember, critical alerts will still be sent. Contact support if you're still receiving other types after opting out. |
| Email formatting issues | Make sure you're using an up-to-date email client. Contact support if templates appear broken. |
FAQs
Is RCS supported for richer messages?
Not at this time—notifications are sent via SMS only.
Can I manage preferences for my whole team?
No. Preferences are currently managed at the individual user level.
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