Notifications allows you to stay up-to-date with activity in your workspace by managing your email preferences. Currently, notifications are available for new Inbox records.
To view and update your notification preferences:
Click your Profile icon in the top right corner of the screen.
Select User settings from the dropdown menu.
Click on the Notifications card.
Once on the Notifications page, you can use the toggle switches to customise your preferences:
Master Toggle: Use the main Email notifications switch at the top of the page to instantly enable or disable all email communications at once.
Individual Alert Toggles: Under the Notify me about section, you can customise exactly which events trigger an email by toggling them on or off individually:
New record received: Notifies you when a new delivery, supply chain, or other record is received.
Document & certificate expiry: Alerts you when your documents or certificates are approaching expiration or have already expired.
Supplier not responding to a purchase order: Alerts you if a supplier fails to respond within the timeframe configured by your organisation's admin (see People & Permissions).
Due diligence statement running low: Notifies you if a due diligence statement loses its validity weight and falls below your admin's configured percentage threshold (see People & Permissions).
