This tab lets you create preference groups that users can customize on the frontend. Each preference group corresponds to a notification type.

Understanding Preference Groups #

A preference group is a set of options users can turn on or off. For example:

• Task Reminders (preference group)
  • Enable Task Reminders (main toggle)
  • Play Sound for Tasks (sound toggle)
  • Due Tasks (subtype)
  • Overdue Tasks (subtype)
  • Starts Today (subtype)

Adding a Preference Group #

1. Click the Add Preference button
2. Fill in the following:

Preference Title #

Give your group a clear name. This is what users will see:

• “Task Reminders” → User sees “Enable Task Reminders”
• “Invoice Alerts” → User sees “Enable Invoice Alerts”
• “System Updates” → User sees “Enable System Updates”

Settings (Optional Subtypes) #

If your notification type has subtypes, you can add them here:

1. Click Add Setting to add a subtype
2. Label — What users see (e.g., “Due Tasks”)
3. Value — The internal identifier (must match your notification subtype)

Apply to Roles #

Choose which user roles can see and customize these preferences:

• Hold Ctrl (or Cmd on Mac) to select multiple roles
• Only users with these roles will see these preferences
• If no roles are selected, the preferences won’t appear for anyone

Example Preference Groups #

Task Management System #

Group Title	Settings	Roles
Task Reminders	Due Tasks, Overdue Tasks	Editor, Author
Task Comments	New Comments, Replies	All Logged-in Users

Invoice System #

Group Title	Settings	Roles
Invoice Notifications	New Invoice, Payment Received	Administrator, Accountant
Invoice Reminders	Overdue, Due Soon	Accountant, Client

Support Ticket System #

Group Title	Settings	Roles
Ticket Updates	New Reply, Status Change	Support Staff
Ticket Assignments	Assigned to Me	Support Staff

Managing Preferences #

• Duplicate — Click the copy icon to duplicate an existing preference group
• Remove — Click the trash icon to delete a preference group