This article applies to: All Firm Users
Users begin receiving notifications once they are added to an In-Progress engagement. Once the engagement is marked Complete or Reopened, users do 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 notifications daily, each weekday morning. These summaries provide a snapshot of metrics across your portfolio of engagements whose status is In-Progress.
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 Firm Users so you don't miss a comment from your client) -
A document is uploaded
(default: notifications OFF for all Firm Users so you don't get inundated with email notifications) -
A request is assigned to you
(default: notifications OFF for all Firm Users) -
The request status changes
(default: notifications OFF for all Firm Users)
The default settings for the Firm and Client Users are different. For information on Client Users, please refer to Email Notification Settings for Client 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 requests to specific team members populates dashboards, designates ownership, and ensures the correct individuals receive notifications.
Managing Notification Settings
To update notification settings:
- Click on Settings (gear icon) in the top right corner.
-
From the Settings menu, you can:
- Opt-out of receiving notifications 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)
- Opt-out of receiving notifications when you are added to a new engagement