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Manage your organization

Organization notifications

Choose which events reach you, your team, and clients, and configure email delivery separately.

Set notification audiences

  1. Choose event recipients

    Open Organization > Notifications > Agency defaults. For each event, choose whether it reaches you, your team, and clients.

  2. Configure email delivery

    In Email & delivery, set the master notification email switch and the separate switches for you, your team, and clients.

  3. Save your settings

    Save the changes. In-app notifications remain available when notification email is disabled.

To change the sender and SMTP connection, use Email sender.

/org/notifications
Agency defaults routes each event to you, your team, clients, and email. Locked switches indicate required notifications.
Agency defaults routes each event to you, your team, clients, and email. Locked switches indicate required notifications.

Understand the defaults

Agency defaults apply to new clients. Clients can later change their own settings where permitted. Locked switches represent required notifications and cannot be disabled.

Check notification delivery

If an expected email does not arrive, check the event's recipients, its email setting, the master email switch, and the relevant audience switch. Then check your SMTP connection. Use Support to work through a client issue or platform escalation.

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