Set notification preferences

Choose account, scan, report, billing and agency notification preferences without relying on manual email handling.

Owners, team admins, agencies and reviewers

Feature availability

Product, package, provider and deployment boundaries for this page.

Available from
Current documentation
Deployment modes
cloud

Product screenshots

Current customer-safe screenshots are generated from the application so examples do not drift from the product.

Generated customer-safe screenshot of the WebRiskOps account notification preferences form.
Generated customer-safe screenshot of the WebRiskOps account notification preferences form.

Before you change notifications

Notification preferences decide which account events, scan states, report updates and billing messages reach each user. Use this page when messages are too broad, missing or going to the wrong team for a specific account. Preferences are account-scoped. Changing one account does not update another owned account, team account or agency workspace.

Choose account topics

Follow the path `Accounts → Account detail → Team and notifications`.

  1. Open `/accounts` and choose the account whose messages should change. Result: account detail shows the notification summary for that account.
  2. Read Notifications before changing people or roles. Result: you know who should receive report, monitoring, billing and agency-client updates.
  3. Keep billing messages assigned to the people responsible for plan, payment and renewal state. Result: billing blockers are visible before scans, reports or monitoring are interrupted.
  4. Keep routine report and monitoring messages limited to the smallest useful team. Result: viewers or unrelated teammates are not copied unnecessarily.
  5. Use the account details controls when notification settings are editable. Result: changes stay scoped to this account, not every workspace.

Verify delivery state

If expected email is missing, confirm the user email address is verified and that the event belongs to the account you changed. For agency work, confirm agency client status updates and client portal digest are enabled from the agency workspace when those topics are needed.

Continue to billing state

After notification routing is correct, continue to [Understand entitlements and services](/docs/billing/packages-and-credit-state) so billing and account coverage blockers are understood before scans or reports stop. If notifications are supporting client delivery, return to [Share client reports](/docs/accounts/share-client-reports).

Availability boundaries

Notification delivery depends on verified channels, account membership and topic eligibility.

  • Unverified email means the user should verify their address before relying on email delivery.
  • Owner-only billing topic means billing lifecycle messages should stay enabled for the people responsible for payment and renewal state.
  • Viewer role means a user may receive review notifications but cannot manage account-wide notification preferences.
  • Wrong account context means notifications may look missing because the event happened in another account.
  • Agency client topics appear only when the account supports agency client status updates and portal digests.

Related documentation

Was this page helpful?

Feedback goes into the product documentation review queue.