Choose where alerts go

Set who sees each kind of update in Activity, which Team Chat spaces get a post, and whether an order and its payment come as one update.

Every kind of clinic update is set in one place, so nothing is chosen twice and your team is not told the same thing two ways.

Steps

Open Settings, choose Team, then Notifications.
Leave Combine related updates on to get one update when a client places an order and pays for it at once: "A client paid for a new order". Turn it off to get the order and the payment as two updates.
Find the update in the list. Each row shows what it is, who sees it in Activity (bell), its Team Chat spaces and its Phone alerts.
Under Activity (bell), tick the roles that should see it. The owner always does. Some updates go to the person the record belongs to, such as the person whose calendar a visit is on; the row says who, and links to where that is chosen.
Under Team Chat spaces, tick each space that should get a post. Untick a space to stop its posts.
Each choice saves on its own and shows Saved.
To send a space a daily or weekly summary, choose it under Team Chat summaries, set the day and time, and select Save summaries.

Phone alerts stay each person's own choice. They turn them on, and mute what they don't need, in their profile.
Inside Oben, order and money updates show the client's name, what it was for and when, and the amount, only to people who can open that record. Phone, email and text alerts never include these details.
Clinical updates post with no client details, and only providers can open them.
Ticking a role here changes the same alert permission as Roles & Access.