What this article helps with: Diagnosing and fixing issues where business user notifications are missing, going to the wrong place, or arriving too frequently. This covers notification settings, delivery methods, filters, and team role configuration.
Who this is for: Firm staff and admins who manage their own or others' notification settings in Hona.
When not to use this article: If a client is not receiving their automated notifications (not you), see How Notifications Work in Hona or How to Disable Hona Client Notifications.
1. Confirm Your Notifications
The first step in troubleshooting notifications is to make sure you're subscribed to the specific types of notifications you care about and are expecting to receive.
Navigate to your Notification Settings. You can get there one of two ways:
Select My Account from the menu on the left → Notification Settings
Click the message icon in the top-right corner → Notification Settings from the dropdown
2. Check Notification Delivery Method
For each notification type, you can choose how you want to be notified. If you are not receiving notifications, confirm that you have the right delivery method enabled:
In-App Notifications — Appears inside the Hona web app or browser extension.
Email (Immediate) — Sends a real-time email notification when an event occurs.
Daily Digest — Sends a once-a-day summary email of all selected events.
Weekly Digest — Sends a weekly summary email.
Push Notifications — Sends a push notification to your phone. Requires additional setup. See How to Configure Hona Push Notifications on your Mobile Device.
Troubleshooting Tips:
Not getting emails? Make sure Email (Immediate) is enabled and check your spam folder.
Too many emails? Consider switching to Daily or Weekly Digest instead.
3. Use Filters to Reduce or Target Notifications
If you're receiving notifications that aren't relevant to you — or not receiving ones you expected — check how your filters are set up.
Available Filter Options:
Where I am the Primary Contact — You'll only get notifications if you are listed as the main point of contact on a project or lead.
Where I Have Specific Role(s) — You'll only receive notifications when you have a specific role on the project. Roles can be configured in Company Settings → Team.
All Projects — You'll be notified for every relevant event on any project, regardless of your involvement. Use with caution — this can lead to high notification volume.
Where I am on the Team — You'll be notified any time an event occurs on a project where you are listed as a team member (not necessarily the primary contact).
Troubleshooting Tips:
If you're not getting notified, check whether your filter is too restrictive.
If you're receiving too many notifications, try the Primary Contact or Specific Role filter.
4. Double Check Team Role in Hona
If your notifications are set up to notify you based on your role, you'll need to make sure the role is created and mapped in Hona. This can only be done by a Hona admin. Steps to check:
Select Company Settings from the side menu → Team.
Scroll to the section titled Team Roles.
Any roles previously set up will display here. Selecting Show Potential Roles will display roles that exist in your CRM but have not yet been set up and mapped in Hona.
Add any missing roles that should be mapped.
Check the mapping for each role by clicking on it and confirming the CRM Name contains the correct role mapping. Add or edit the mapping if it's incorrect or missing.
5. Check the Team on the Project
Once you've confirmed your notification settings and team roles are correct, check that you are listed on the team for the specific project:
Find the project and select it.
Select the Team tab.
All team members will be listed here with their role shown to the right of their name.
If your role is not displayed, check your CRM to confirm you are listed with a mapped role, then sync the project with Hona.
6. Still Not Working as Expected?
Here's a quick checklist:
✅ Confirm that the specific notification type is enabled
✅ Make sure the correct delivery method is selected
✅ Review your filter settings
✅ Check your email spam or junk folder
✅ Ask an admin to verify your assigned role or team association on the project
Need More Help?
If you've confirmed your settings and still aren't receiving notifications correctly, reach out to our support team at [email protected]. Please include:
Your name and company
Which notifications you expected to receive
A brief description or screenshot of your current settings and filters