September 2026 - User Notifications

Compliance changes no longer wait for you to log in. 📬 You can now turn on personalized email notifications from your own user settings and decide exactly which events reach your inbox — and how narrow the scope is for each one.

Here’s what you can do

• ✅ Get emailed when it matters — a record became compliant, a record became non-compliant, a COI is about to expire, or a COI expired without being renewed.
• ⏳ Pick your warning window — be told 90, 60, 30, 14, or 7 days before a certificate expires, in any combination.
• 🎯 Scope every event — all records, records you follow, records you’re assigned to, specific locations, or specific segments.
• ⭐ Follow the records you care about — star any Insurance Assignment, then point notifications at just those.
• 📅 Bundle it all into a digest — one recap email daily, weekly, or monthly, at the time of day you choose.
• 🔕 Mute everything while you’re out — one toggle, no settings lost.

Everything is per user, so you can tune your own inbox without changing anything for your teammates. Find it under My Settings › Notifications.

👉 For the full walkthrough and a short video, see User Notifications.