Messages & Notifications
The Rebased Firm Messages rail gives you a single inbox for notifications across your entire portfolio. It uses the same interaction model as the standard Notifications panel — expandable rows, mark-as-read controls, and links to the source — so there’s no new UI to learn.
Two tabs
The Messages rail on the right side of the firm dashboard has two tabs:
| Tab | What it shows |
|---|---|
| Portfolio | Notifications from all businesses under management, combined into one feed |
| Client | The standard Messages panel for the currently selected client business |
Portfolio tab
Inbox controls
The Portfolio inbox header matches the controls you already know from the standard Messages panel:
| Control | What it does |
|---|---|
| Inbox | Shows the notification list. The badge displays the number of unread items across your portfolio |
| Mark all read | Marks every unread notification in the portfolio as read (appears when there are unread items) |
| Hide read / Show read | Toggles between showing all notifications and only unread ones |
Reading notifications
Each notification row shows:
- Category icon — invoice, quote, job, bank, Intelligence, etc.
- Title — brief description of the event
- Client name — which business the notification belongs to
- Message preview — first line of the message (truncated)
- Time — how long ago the notification was created
- Source link — click to navigate to the relevant page
- Unread dot — blue dot for unread notifications
- Expand/collapse chevron — click to expand the row and see the full message
Expanding a row reveals the complete message text and a View button that navigates to the source document. You can read the full notification without leaving the firm dashboard.
Muting categories
Click the gear icon next to “All clients” to open notification preferences. You can mute categories you don’t want to see in the portfolio feed:
| Category | Example notifications |
|---|---|
| Quote / sales | Quote accepted, quote declined |
| Invoice events | Invoice paid, invoice overdue |
| Bills & payables | Bill due, payment processed |
| Intelligence | Scheduled workflow results |
Muted categories are filtered out server-side, so they don’t count towards your unread badge. Changes apply immediately.
Navigating to source
When you click a source link or the View button on a portfolio notification, Rebased navigates to the relevant page and includes the client’s business context automatically. This means you land in the correct client business without needing to switch manually.
Client tab
The Client tab shows the standard Messages panel for whichever client business is currently selected in the Intelligence panel. It includes:
- Inbox and Sent tabs
- @Mention replies
- New message composer
- All the same controls (Mark all read, Hide read, etc.)
If no client is selected, the tab shows a prompt to select a client in Intelligence.
How it compares to the standard Messages panel
| Feature | Standard Messages | Portfolio Messages |
|---|---|---|
| Scope | Single business | All businesses under management |
| Inbox / Sent tabs | Yes | Inbox only (no sent tab) |
| Expandable rows | Yes | Yes |
| Mark all read | Yes (single business) | Yes (all portfolio businesses) |
| Hide read | Yes | Yes |
| Unread badge | Yes | Yes |
| @Mention replies | Yes | Not yet (use Client tab) |
| New message | Yes | Not yet (use Client tab) |
| Category muting | No | Yes |
Troubleshooting
No notifications showing
- Check that you have businesses in your portfolio (firm dashboard should show clients)
- Verify Hide read isn’t active
- Check your muted categories — you may have muted the category you’re expecting
Unread count seems wrong
- The unread count respects your muted categories. Muted notifications are excluded from the count
- If you just marked all as read, the count resets across all portfolio businesses
Can’t see a specific client’s notifications
- The Portfolio tab shows notifications from all businesses under management
- If a notification is missing, check whether its category is muted in preferences
- For per-client detail, switch to the Client tab and select the business in Intelligence
Related pages
- Notifications — standard Messages panel (single business)
- Managing Your Portfolio — adding and managing client businesses
- Intelligence — using Intelligence across your portfolio
- Dashboard — the standard business dashboard
Last updated: April 7, 2026