How to: Change your Email Notification Settings

Payroll, Accounting, & General Email Notifications

In addition to the in-app notifications, users can enable and manage which email notifications that they would like to receive.  User email notifications can be set up globally (across all projects a user has access to), on a per-project basis, or a combination of both.  The email(s) will include a link that will take the user directly to the document once they log in.

Manage Email Settings

Step 1: Click the EMAIL SETTINGS option in the My Account dropdown menu located underneath the user's name in the top right of the application.

2021-05-06 16_15_32-DashboardEmailSettings

 

Step 2: Click MANAGE GLOBAL SETTINGS in the top right portion of the screen.

2021-05-10 14_45_08-Global Settings Button-1

Step 3: Toggle which email notifications you wish to receive by checking off the box next to each selection.

2021-05-06 17_29_29-https___demo2.gslate.com_#_me_EmailSettingsGlobal Save

Step 4: Click SAVE to save your changes.

To enable and adjust specific Project Email Settings continue to Step 5.

 

Project Email Settings

Step 5: Double-click the project name that you wish to adjust notifications for.

2021-05-06 17_14_40-Email SettingsCHooseAsh

Step 6: Select PROJECT EMAIL SETTINGS in the Default Settings area.

2021-05-06 17_19_13-https___demo2.gslate.com_#_me_emailSettingsForProject_2352AshSettings

Step 7:Toggle which email notifications you wish to receive by checking off the box next to each selection.

Step 8: Click SAVE to save your changes.

 

DISCLAIMER: Notification options vary between users as options are based on user roles and permissions within the application.