Platform

Availableapp.erp.io/settings/notifications

Notifications

Counts in the rail, an activity feed on the home page, and email for the things that need to reach you when you are not looking.

In-product
Rail counts, activity feed
Email
Per category
Transport
SendGrid
Mobile push
Not available

Where notifications appear

SurfaceShowsGood for
Rail countsUnread per moduleKnowing which module wants you without leaving the one you are in.
Home activity feedRecent events across the suiteCatching up after a day away.
Module inboxThat module's own queueWorking through a specific backlog.
EmailThings that must reach youApprovals, signature requests, invitations.

The rail count is the one people rely on most, because it works from inside another module. Approvals waiting in Sign show on the Sign icon while you are in Accounting.

Changing what you get

Settings → Notifications is per person, not per organisation — your preferences do not change anybody else's. Categories are grouped by what the notification is *about* rather than by which module sent it, because "somebody needs my signature" is the same interruption whether it came from Sign or from the portal.

app.erp.io/settings/notifications
Notifications
Something needs my approval
Email + in-productOn
Someone mentioned me
Email + in-productOn
A task was assigned to me
In-product onlyOn
A document was signed
EmailOn
Daily digest
Email, 08:00 your timezoneOff
Settings → Notifications. Per person, grouped by what the notification is about.

Email delivery

All product email — invitations, magic links, approvals, signature requests — goes through one transactional provider on authenticated domains. Two things about that are worth knowing, because both look like product faults and are not.

An unsubscribe can lock somebody out

Transactional providers apply suppression account-wide. If somebody clicks unsubscribe on any message from us, later mail to that address is accepted by the provider and silently dropped — including their magic link. The symptom is a person who "never gets the email" while our logs show it sent successfully. If that happens, mail [email protected] with the address and we will clear the suppression.

Mail gateways consume one-time links

Security gateways fetch every URL in an inbound message. A magic link is single-use, so the scan spends it and the real click fails. Use a password or Google on domains where this happens. See Create your account.

What deliberately does not notify

  • Routine agent activity. An agent classifying a transaction does not interrupt anybody. Its output is reviewed in the module, in a batch.
  • Spend. AI usage and metered call time are visible but do not alert. See Operate.
  • Audit events. Nothing pages you when a role changes. The log is read, not pushed.
  • Another person's work. Activity feeds show what happened; they do not notify you about it unless you are involved.

What this does not do

No mobile push

There is no mobile application, so no push notifications.

No Slack or Teams delivery

Notifications reach in-product surfaces and email only.

No per-organisation defaults

An administrator cannot set notification defaults for everybody.

No quiet hours

Email sends when the event happens.

Questions

Can I get a daily digest instead of individual emails?

Yes, for the categories that support it. Turn the individual ones off and the digest on.

Why did I get an email I did not ask for?

Invitations, signature requests and password resets are transactional and always send.

Can I forward notifications to a shared mailbox?

Not from settings. A mail rule on your side is the usual answer.