Notification settings
Choose which categories of event reach you in-app and by email, decide whether email arrives immediately or as a daily digest, and set the time that digest is sent.
Notifications is your own settings page. Everyone on the team manages their own — you cannot change a teammate's preferences here, and nobody can change yours. It has two parts: the category toggles, and an Email delivery card that decides when the emails actually arrive.
Before you start
Any signed-in team member can open it. Which categories you see depends on your role: Leads, Billing and Builder are owner and admin lanes, and a category whose events can never reach you is hidden rather than shown switched off.
Set your categories
Open Notifications
From the left navigation.
Toggle the categories you want
Each row is one category. An enabled category sends both in-app and email notifications.
Set your reminder lead time
Choose how email arrives
Email deliveryDelivery mode — pick Immediate or Daily digest, then set the Digest time.
Save
Nothing is stored until you click Save.
The categories
| Category | Covers |
|---|---|
| Messages | Client and team messages |
| Tasks & assignments | Assigned tasks, due reminders and overdue alerts |
| Requests | Client request submissions, direct assignments and comments |
| Leads | Leads from hosted forms, embedded forms and integrations. Owners and admins only |
| Client meetings & calendar | Client meeting invites, updates, cancellations and reminders |
| Meetings | Team meetings: scheduled, invitations, starting and reminders |
| Pipeline & commissions | Commission statements, Stripe onboarding and sales pipeline changes |
| Billing | Client billing activity and your Zyan plan credits. Owners only |
| Projects | Project assignment and milestone notifications |
| Client files | Files clients upload, and comments on files you share |
| Announcements | Team announcements sent to you, and outcomes of ones you send |
| Builder | Pull requests opened in Builder and failed production builds. Owners and admins only |
| System alerts | Automation, SEO, quota and account-health alerts |
Team meeting reminders are opt-in
Team members are opted out of the Meetings category until they switch it on, and its reminders fire 30 minutes before the start. If your team keeps missing internal meetings, this is usually why.
Email delivery
| Setting | What it changes | Default |
|---|---|---|
| Delivery mode | Whether email notifications arrive as they happen, or are bundled into one daily digest. | Immediate |
| Digest time | When the daily digest is sent. It uses your team's payroll timezone, not your device clock. | 08:00 |
| Task reminder lead time | How far ahead the meeting-task reminder fires. Team meeting reminders are fixed at 30 minutes. | 30 minutes |
Digest time follows the payroll timezone
The digest is sent against your team's payroll timezone, which may not be the timezone you are sitting in. If your digest arrives at a strange hour, check the payroll schedule in your profile settings rather than adjusting the time by hand.
What you cannot set here
- There is no SMS channel. Each toggle covers in-app and email only.
- Some events are in-app only and their email side is locked — announcement delivery outcomes, paused outreach mailboxes and automation notifications among them.
- You cannot edit anyone else's preferences. Who is able to receive which event at all is a matter of roles and permissions — see team and permissions.
- Push notifications are a separate control that appears only inside the iPhone app, and registers that one device.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| A whole category is missing | None of its events can reach your role | Expected for members on Leads, Billing and Builder; ask an owner if you need the access |
| You enabled a category but get no email | That event is in-app only, with its email side locked | Check whether the event is one of the locked ones |
| The digest arrives at an odd hour | Digest time uses the team's payroll timezone | Set the payroll schedule in your profile settings |
| You are missing team meeting reminders | Members are opted out of Meetings until they opt in | Switch Meetings on and save |
| Changes do not stick | The page was not saved | Click Save — nothing is stored as you toggle |
| An Open iPhone Settings button appears instead of a push toggle | iOS has blocked notifications for the app | Allow notifications for the app in iOS Settings |