Notification Preferences #

The profile page includes a Notification preferences card where each user can choose, per project, which email notifications they want to receive. Preferences are private — they only affect emails sent to you, never to your colleagues. They apply to emails only: in-app bell notifications are always delivered.

Notification Matrix #

The card shows a matrix: one row per project you are assigned to (or, for superusers, every project), and one column per notification type:

• Transmittal submitted — a transmittal was sent to your company.
• Transmittal return requested — the sender asked your company to return a transmittal for modification.
• Transmittal returned — a transmittal you sent was returned for modification.
• Letter received — a letter was sent to your company.
• Workflow step assigned to me — you have been assigned to a workflow step.
• Workflow completed — a workflow has finished (sent to document controllers).

Every cell is a checkbox. Checked = you receive that notification for that project. Unchecked = you are opted out for that project only. Defaults are on — if you never touch a cell, you keep receiving the notification. Toggling a checkbox saves immediately; an error banner appears at the top of the card if the save fails.

Preferences are scoped to (you × project × notification type), so muting a noisy project does not affect your other projects, and another user's preferences are independent of yours.

Managing Other Users' Preferences (Staff/Admin) #

Staff and admins can manage notification preferences on behalf of other people — useful for onboarding a colleague or muting a noisy project for a teammate who asked. Open Project Settings → Members (or the Users admin) and click the bell icon on a user's row to open their notification matrix. The same checkbox grid appears, scoped to that user's projects, and toggling a cell saves immediately for them.

Who you can manage:

• Staff can manage any user in their own company.
• Superusers can manage any user.
• The bell icon is hidden for users you cannot manage, and the server rejects unauthorized changes.