Profile — Security ▸ Notifications

The Profile ▸ Security ▸ Notifications page is where each member tunes their personal notification preferences. The toggles here decide which events land in your bell icon and which send you an email — they do not affect what other members of your organization receive.

Anatomy of the page

1. Page header

Standard PageHeader with the title Notifications and a one-line description. Lives at the top of the right-hand content panel under the Profile left-nav.

2. Section list

Each section is one feature area; rows inside it are individual events with two toggles (in-app + email).

Section list as of writing:

Section	Events
Verifications	Created · Sent · Started · Completed · Approved · Rejected · Expired
Envelope Signing	Sent · Signed by recipient · Fully completed · Declined · Voided

Future sections (Matters, Trust Accounting, Compliance) will appear as those features ship.

3. Reset to Defaults

The Reset to Defaults button at the bottom of the toggle list restores the org-recommended preset. The preset is typically all in-app on, email on for critical events only; admins can change the preset by re-shipping the seed file under Settings ▸ Notification Templates.

4. Custom email footer (owners only)

A textarea section visible only when your role is Owner. Anything you put here is appended below Athenty’s standard footer on every envelope-related email dispatched from your tenant — a common use case is a regulator-required disclaimer or your firm’s contact details.

• Max ~1000 characters (counter shown inline)
• Plain text only (HTML is rendered escaped server-side)
• Saves on Save changes, not on blur or autosave

Members and admins see the toggles only — the footer section is gated to the owner role.

Auto-save behaviour

The per-event toggles auto-save with optimistic UI:

1. Click the toggle → switch flips immediately
2. PATCH request fires in background
3. Saving… spinner shows for the in-flight duration
4. On error, the toggle rolls back and a toast surfaces the failure

There is no batch save — every click is its own mutation. This makes the page safe to leave at any point.

The custom-email-footer section behaves differently: edits stay in local form state until you click Save changes.

How toggles map to delivery

In-app toggle	Email toggle	Effect
On	On	You see the event in the bell icon AND get an email
On	Off	You see the event in the bell icon only
Off	On	No bell icon notification, only an email
Off	Off	The event is suppressed for you entirely

Suppressed events still log to Settings ▸ Audit Log for compliance purposes — the toggles only affect your inbox + bell, not the underlying event record.

Permissions and scope

Role	Visible sections
Owner	Toggles + custom email footer
Admin	Toggles only
Member	Toggles only
Viewer	Toggles read-only

Org-level routing — quiet hours, default channels for new users, branded templates — lives under Settings ▸ Notification Templates.

Audit logging

Every preference change emits notification.preference_updated to your own audit feed. The custom email footer write emits org.settings_updated with the diff. Both surface in Settings ▸ Audit Log for admins.

Troubleshooting

Symptom	Most likely cause	Fix
Toggle reverts	Network error; optimistic update rolled back	Check toast; retry on stable connection
Email never arrives	Spam filter or wrong account email	Verify in Profile ▸ General
In-app notification missing on a tab	Background tab missed sync	Refocus tab or refresh; counts re-sync on visibility
Custom footer section hidden	Role is not Owner	Footer is owner-gated
Save changes greyed	No edits made yet	Edit the textarea first

Related pages

• Notifications — the in-app feed of events you allowed in-app
• Profile ▸ General — email address used for delivery
• Settings ▸ Notification Templates — admin-level templates and quiet hours
• Settings ▸ Audit Log — full event trail