This article applies to: All Client Users
Users begin receiving notifications once they are added to an In-Progress engagement. Once the engagement is marked Complete or Reopened, the user does not receive any further notifications. Every user is responsible for managing their own notification preferences.
Engagement Summaries
By default, Key Engagement Metric Summaries are sent weekly, every Monday morning. Users can also choose to receive these summaries daily, each weekday morning. These summaries provide a snapshot of engagement metrics across your portfolio of In-Progress engagements.
Instant Request Notifications
When subscribed to one of the instant request notifications and assigned to a request, you can receive Instant Request Notifications when:
- A comment is added (default: notifications ON for all Client Users)
- A document is uploaded (default: notifications ON for all Client Users)
- A request is assigned to you (default: notifications OFF for all Client Users)
- The request status changes (default: notifications OFF for all Client Users)
Default settings for Firm and Client Users are different, for information on Firm Users please refer to Email Notification Settings for Firm Users.
Note: If a request is unassigned, it is the same as being assigned to all team members. For example, all Firm Users will receive an Instant Notification when a Client User leaves a comment on an unassigned request. Assigning request to a specific team member populates dashboards, designates ownership, and ensures the correct individuals receive notifications.
Managing Your Notification Settings
To update notification settings:
- Go to Settings (gear icon) in the top right corner.
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From the Settings menu, you can:
- Opt-out to receive a notification when you are added to a new engagement
- Select the frequency of the Key Engagement Metric Summaries - weekly (default), daily, or none
- Choose the activities and engagements you want to receive instant notifications for (available in v8.0)