Choosing Notification Channels and Daily Briefing Time

Open Settings > Email & Notifications. This area requires notification access for personal preferences.

Notification Preferences controls your own delivery choices for the notification types available in the workspace.

Email and in-app channels

Each listed notification type has separate email and in-app switches. Read its description, then enable the channels you want. The switches save their changes as you use them. Enable All Email and Enable All In-App enable all listed types for the selected channel.

In-app delivery is not a promise of an operating-system push notification. These preferences do not grant access to records you otherwise cannot view.

Daily briefing

  1. Find Daily briefing time when that notification type is available.
  2. Choose the desired time.
  3. Select Save time.
  4. Confirm that the briefing's intended notification channel is enabled.

The time is interpreted in the workspace timezone, not necessarily your device timezone. Review Organization settings if deliveries appear offset.

Missing notifications

Confirm the relevant type and channel are enabled, your role has notification access, and the expected event occurred. Check email delivery diagnostics and spam folders where appropriate.

Personal preferences do not configure the customer-facing automated invoice reminder schedule, a public form's staff-recipient list, or the Workspace Reply-To Email. Those settings have separate controls.