Communications & Notifications

Viewing documentation for: Treasurer

All Roles Treasurer Leader Parent Scout

Treasurer focus

Prioritize account setup, controls, and financial verification responsibilities.

  • Validate billing, payment confirmation, and reporting requirements first.
  • Coordinate leader access while keeping treasury-only controls restricted.

Communications in TroopForge are driven by product announcements and system notifications tied to real account, event, and payment activity.

This guide explains where each communication channel lives, how notification behavior works, and what each role should enable.

Communication Channels in TroopForge

  • What's New is the public product update feed.
  • In-app notifications are account-scoped and appear from the bell menu and notifications page.
  • Email notifications follow each user's notification preference settings.

Where Communications and Notifications Live in the App

Public Product Updates

  • Open News from the footer to reach What's New.
  • Announcements are read-only for troop users and sorted by publish date.
  • Opening announcements while signed in updates your read timestamp.

Signed-In Notification Surfaces

  • Top-nav bell opens the notification dropdown feed.
  • Dropdown shows recent items and a See more notifications link.
  • Full notification list supports pagination and Mark all as read.

Read Product Announcements (What's New)

  1. Open footer link News.
  2. Review entries on the What's New list page.
  3. Open an item to view full release details and use Back to return.
  4. If signed in, visiting the announcements section marks announcements as read for your user.

Announcement publishing is handled outside troop user workflows. Leaders, parents, scouts, and treasurers read announcements but do not publish from this interface.

Notifications Bell and In-App Feed

  1. Click the bell icon in the top navigation.
  2. The dropdown loads recent account notifications (up to 10 in the nav feed).
  3. Use See more notifications to open the full notifications page.
  4. Click a notification to open the related record; this marks that notification read.
  5. On the full page, use Mark all as read to clear unread state for your current account.
  • Opening the bell menu marks currently loaded items as seen.
  • Notification counts are account-scoped and updated in real time.

Notification Preferences in Profile Settings

Where to go: account menu -> User Settings -> Profile.

  1. Scroll to Notification preferences.
  2. Review grouped tables (Account, Finance, Events, Billing) based on your current role.
  3. Configure channels per notification type in the In app and Email columns.
  4. Click Send test email notification to validate delivery to your inbox.
  5. Save profile updates to persist preference changes.

Leader/Treasurer Notification Coverage

  • Invitation accepted: in-app alert when invited users accept.
  • Event updates: organization and sub-troop event lifecycle changes.

Treasurer-only Billing and Ownership Alerts

  • Subscription updates: trial, payment, upgrade, downgrade, and cancellation alerts.
  • Ownership transferred: in-app notice when account ownership moves to you.

When TroopForge Sends Notifications

Event and Registration Triggers

  • Event notifications fire when events are created, changed, cancelled, or when waitlist/deadline conditions apply.
  • Registration status notifications are sent on registration status transitions.

Finance and Account Triggers

  • Event payment notifications fire on confirmation and stage/deadline balance conditions.
  • Account hold/transaction notifications are sent for qualifying balance-affecting actions.

Notifications are generated by system events and filtered by your role plus your channel settings. TroopForge does not currently provide role-authored mass messaging from this page.

Related Documentation