--- title: "Portal Notification Settings" slug: "portal-notification-settings" updated: 2026-07-31T16:53:50Z published: 2026-07-31T16:58:17Z canonical: "docs.cotality.com/portal-notification-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # Portal Notification Settings ### Portal Notification Settings OneHome Notification Settings allow you to control how and when you are alerted to client interactions within the OneHome portal—including portal visits, saved favorites, notes, and searches—via email, text message, daily summaries, or your dashboard timeline. Click your name in the top right corner of the Matrix™ navigation bar and select **Settings** from the utility dropdown menu. Click [here](/docs/portal-notification-settings#) to view the utility menu dashboard toggle image. ![Matrix utility menu highlighting the Settings link option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-1.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A33%3A25Z&se=2026-11-06T00%3A33%3A25Z&sr=c&sp=r&sig=44%2BTwgIg9OU95E8NoTCALMkihJbvfbC1TCukYU9SWT8%3D) Select the **Portal Notification Settings** option from the Settings dashboard. Click [here](/docs/portal-notification-settings#) to view the Settings dashboard layout image. ![Settings dashboard interface showing the Custom Displays position.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-2.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A33%3A25Z&se=2026-11-06T00%3A33%3A25Z&sr=c&sp=r&sig=44%2BTwgIg9OU95E8NoTCALMkihJbvfbC1TCukYU9SWT8%3D) Select how you would like to be notified of specific client actions. Click [here](/docs/portal-notification-settings#) to view the Portal Notification Settings panel image. ![Portal Notification Settings matrix grid showing alert channels for client activity in OneHome.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-portal-notification_01.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A33%3A25Z&se=2026-11-06T00%3A33%3A25Z&sr=c&sp=r&sig=44%2BTwgIg9OU95E8NoTCALMkihJbvfbC1TCukYU9SWT8%3D) - **When a contact does this:** The specific action taken by a client in OneHome. - **Notify me ASAP via Email:** Alerts you, by email, when a selected action is taken by a client. - **Notify me ASAP via Text:** Alerts you, by text, when a selected action is taken by a client. - **Notify me via Daily Summary Email:** Alerts you, by email, a daily summary of the selected action. - **Display on Timeline:** Selected actions will appear in the Dashboard's Timeline for recent portal activity. For more information, see [Timeline](/docs/timeline) in the **My Matrix > Dashboard** section. Select the "edit your cellular information" button to add/edit your phone number and to select your cellular provider. Click [here](/docs/portal-notification-settings#) to view the mobile information settings image. ![Text Notification Settings form showing cellular provider and phone number fields.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-portal-notification_02.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A33%3A25Z&se=2026-11-06T00%3A33%3A25Z&sr=c&sp=r&sig=44%2BTwgIg9OU95E8NoTCALMkihJbvfbC1TCukYU9SWT8%3D) Once your phone details have been entered, select the "Send me a verification code" button. Click [here](/docs/portal-notification-settings#) to view the Send me a verification code option image. ![Send me a verification code option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-portal-notification_03.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A33%3A25Z&se=2026-11-06T00%3A33%3A25Z&sr=c&sp=r&sig=44%2BTwgIg9OU95E8NoTCALMkihJbvfbC1TCukYU9SWT8%3D) Some mobile carriers may send you an initial text requiring you to first confirm that you would like to accept "Email to SMS" messages. Check your mobile device then, back in Matrix™, enter the **verification code** that was received. Select the "Save my cellular information" button. Click [here](/docs/portal-notification-settings#) to view the "Save cellular information" option image. ![Save cellular information option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-portal-notification_04.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A33%3A25Z&se=2026-11-06T00%3A33%3A25Z&sr=c&sp=r&sig=44%2BTwgIg9OU95E8NoTCALMkihJbvfbC1TCukYU9SWT8%3D) Select **Save**. Click [here](/docs/portal-notification-settings#) to view the Save button image. ![Save button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-portal-notification_05.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A33%3A25Z&se=2026-11-06T00%3A33%3A25Z&sr=c&sp=r&sig=44%2BTwgIg9OU95E8NoTCALMkihJbvfbC1TCukYU9SWT8%3D)