Notification preferences
Choose email, push, and in-app delivery for each notification type.
Settings → Notifications lets you control how each alert type reaches you. For every type you can toggle Email, Push, and In-app (when that channel is supported). Changes stay in a draft until you click Save Preferences.
This page is about delivery preferences. To read, filter, and mark alerts as read, use the Notifications inbox at Dashboard → Notifications.
What you'll do
- Review each notification type and its available channels
- Enable or disable Email / Push / In-app per type
- Save preferences and confirm delivery matches what you expect
Before you start
- Signed in to the account that should receive the alerts (preferences are per user)
- Permission to view Settings → Notifications (
notificationsmodule) - Working email on the account if you enable Email channels
- Browser / device push permission if you enable Push (where the product supports it)
Channels
| Channel | Meaning |
|---|---|
| Message to your account email (some flows skip a generic email when a dedicated one already went out) | |
| Push | Push notification when the client supports it |
| In-app | Appears in the dashboard notifications inbox / bell |
Saving also derives global email_enabled / push_enabled flags from whether any type still has that channel on.
Notification types you can configure
The settings list (order as shown in product):
| Type | What it covers | Typical defaults* |
|---|---|---|
| System | Product updates, security alerts, announcements | Email, Push, In-app on |
| Deal alerts | Ending soon, matching deals, saved price drops | Email, Push, In-app on |
| Commissions & earnings | Conversions, payouts, commission updates | Email + In-app on; Push off |
| Team activity | Invitations, role changes, member updates | Email + In-app on; Push off |
| Link milestones | Click / conversion milestones | In-app on; Email/Push off |
| AI suggestions | Generated content ready / suggestions | In-app on; Email/Push off |
| Routine alerts | Report health, backfills, reconciliations, SLA routines | Email + In-app on; Push off |
| Calendar reminders | Upcoming calendar events | Email + In-app on; Push off |
| Rewards | Referral sign-ups and payouts, challenge progress, and reward credits about to expire (only the workspace owner receives these) | Email, Push, In-app on |
| Weekly usage summary | On-demand usage, cost, vs last cycle | Email only |
*Defaults apply until you customize. Weekly usage summary intentionally supports Email only (no in-app digest surface).
The inbox type filter may still list historical types such as Report sync. New operational report alerts arrive as Routine alerts; prefer that preference for ongoing control.
Step-by-step
Step 1 — Open notification preferences
- Go to Dashboard → Settings → Notifications.
- Optionally click View all notifications to open the inbox in another tab.
Step 2 — Adjust channels per type
- For each type, read the short description under the title.
- Toggle Email, Push, and/or In-app as needed.
- For Weekly usage summary, only the Email switch appears — that is expected.
- Leave critical types (System, Team activity, Routine alerts) on at least one reliable channel.
Step 3 — Save and verify
- Click Save Preferences (bottom of the page).
- Wait for the save to finish (spinner on the button while pending).
- Trigger a low-risk event or wait for the next real alert and confirm it arrives on the channels you enabled.
- Open Dashboard → Notifications to confirm in-app items appear when In-app is on.
Tips
- Turn Push on for time-sensitive types (deals, system) and keep quieter types in-app only.
- Keep Weekly usage summary on Email if you track AI / on-demand spend.
- Disabling Email for a type does not delete past inbox items — it only stops future delivery on that channel.
- Dedicated emails (for example some invitations or calendar messages) may intentionally skip the generic notification email to avoid duplicates.
Troubleshooting
| Symptom | Likely cause | What to try |
|---|---|---|
| Switches revert after refresh | Forgot Save Preferences | Edit again and save |
| No email for a type | Email channel off, or that send skipped as duplicate | Enable Email; check spam; confirm account email |
| No push | Push off, or browser/OS permission denied | Enable Push; allow notifications for the site/app |
| Nothing in the inbox | In-app off for that type, or filters hiding items | Enable In-app; clear filters on the Notifications page |
| Still get “report sync” style noise | Looking at old rows / filter | Prefer Routine alerts preference; filter inbox by type |
| Cannot open the page | Missing notifications view permission | Ask a workspace admin |