You receive two kinds of notifications: in-app notifications in the bell dropdown and email notifications delivered to your inbox. The preferences page lets you turn each email type on or off — in-app notifications are always on so you don't miss critical events.

  1. Click your avatar in the top right and choose Notifications (or open Profile and switch to the Notifications tab).
  2. The page lists every email type your firm has enabled, grouped by category — for example:
  • Workflows — mentions, assignments, status changes, comments, due dates.
  • Clients — new clients, change requests, KYC alerts.
  • Timesheets — submissions, approvals, rejections.
  • Leaves — requests, approvals, rejections, reminders.
  • Invoicing — invoices sent, paid, overdue.
  • AML monitoring — ongoing monitoring alerts from your AML provider.
  1. Toggle each email type on or off to match what you want delivered.
  2. Click Save changes.

Changes apply immediately. The next event of that type will (or won't) trigger an email based on your selection.

What stays on regardless

A small set of operational emails cannot be disabled — these include security alerts (password resets, sign-in from a new device, 2FA changes) and billing notices (failed payments, invoice receipts). Disabling all notifications does not silence these.

Tip: If your inbox is flooded with platform emails, turn off categories you can already see in the bell icon — the in-app notification stays, but the email stops. Most teams find that mentions, leave requests, and overdue invoices are the only emails worth keeping.

Note: Notification routing is per-user. Your preferences do not affect what your colleagues receive — each teammate manages their own.