| Role | Sales & Customers | Operations tabs (Turnover, Channels, SKUs, Categories, Shipping, Returns) | Financial tabs (Aging, GST, P&L) | Team tab |
|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Allowed | Not allowed | Not allowed |
Overview
Neev sends messages on your behalf all day — order confirmed, payment received, order on hold, low stock. The Notifications screen is your single record of every WhatsApp, SMS and email that went out: who it went to, on which channel, whether it landed, and what it cost. When a customer says "I never got the confirmation," you stop guessing and just look it up.
Where to find it
Open Notifications from the sidebar at /notifications. This is web-only.
Three roles see it: Owner, Manager and Operator. The top of the page shows the day's numbers as KPI tiles, then a searchable, filterable list of every message; a separate panel shows whether each channel's provider is connected.
Key concepts
- Channel — how the message goes out. Neev has three: WhatsApp, SMS and email, each with its own provider.
- Trigger — the business event that fired the message, like
order.confirmed,payment.receivedorinventory.low_stock. Every message is tagged with its trigger. - Status — where a message is in its life: pending, queued, sent, delivered, failed or suppressed.
- Urgent vs digest — urgent triggers (order confirmed, payment received, order cancelled, order on hold, delivery failed, RTO initiated) go out right away. Non-urgent ones (new order, order shipped, invoice generated, low stock) are queued and bundled per recipient into one digest message instead of one separate message per event.
- Suppressed — a queued message that wasn't sent because the recipient had that notification turned off. It's logged, not delivered.
- Template — the saved wording for one trigger on one channel. Edit it once and every future message of that type uses your version instead of the Neev default.
- Delivery rate — delivered today as a percentage of sent today. The single number that tells you if messages are actually reaching people.
Common workflows
/notifications. The KPI tiles show sent today, delivered today, delivery rate, what's still pending and what failed, plus per-channel totals and your WhatsApp spend for the day.Role notes
All three roles can open Notifications and read the full history, KPI tiles and provider status — that's the notifications.read permission, which every tagged role holds.
Manager can also send an on-demand message and retry a failed one, and can preview a template — but cannot create, change or delete templates. Operator is read-only here: they see everything and can send nothing. Full template editing is Owner-only.
| Role | View & search | Send on demand | Retry failed | Preview template | Edit / delete template |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Not allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
Tips & time-savers
Before you save a reworded template, hit Preview. It renders your new wording against sample data so you catch a broken line or a wrong placeholder before a real customer ever sees it. Set the WhatsApp per-message cost in your config and the screen totals your daily WhatsApp spend for you — no spreadsheet.