Notifications & email

The Notifications page controls which events send you an email and which show up in the in-app notification bell. Two columns of toggles, one per event type.

This is a per-user preference — each team member picks their own.

To open it, go to Settings → Notifications & email in the sidebar.

What you’ll be notified about

Assure Pro notifies you about five things:

Each event has two toggles:

You can pick one, both, or neither for each event.

Choosing your defaults

Out of the box, every event is on for both email and in-app — except “Overdue invoices” in-app, which is off:

The “Overdue invoices” in-app default is off because the Billing → Overdue queue already surfaces these — a separate bell entry would be noise.

[Screenshot: Notifications & email toggle grid]

Saving your preferences

Flip any toggle. Click Save Changes at the bottom. Preferences apply immediately to future events. Notifications that already fired aren’t re-sent.

What you won’t be notified about

For events not on this list, check the activity timeline on the affected record.

How email notifications arrive

If you check your inbox constantly, leave everything on. Inbox-zero people often turn off “New documents uploaded” emails and rely on the bell instead.

Using the in-app notification bell

The bell icon in the top-right of the dashboard shows:

• Red dot — you have unread notifications.
• Click the bell — opens a panel with your last 20 notifications.
• Click a notification — jumps you to the underlying record (the invoice, message, or document).

Notifications older than 30 days drop off automatically. The panel only shows the last 30 days.

How it works with Communications

The Client messages notification fires when a client sends a message in any channel — Email, SMS, or Portal. The notification reads “New message from Patel Family” with a link to the thread.

If you’ve connected your own email mailbox through Integrations, your normal inbox already gets the email. The Assure Pro notification is in addition — most users turn off the email notification in this case and keep only the bell, to avoid double-pinging.

Helpful defaults

• Turn off “Upcoming deadlines” emails if you check the dashboard daily. The dashboard tiles already surface these.
• Keep “Invoice payments” on email — these are revenue events you want to see in your inbox.
• Turn off “Overdue invoices” emails unless you handle collections. Most firms have one person who chases unpaid invoices.
• In-app for everything, email only for things you’d act on in 30 minutes — a healthy default.

Permissions

Notification preferences are per-user. There’s no permission gate — every team member can set their own.

Editing another teammate’s preferences from the UI is on the roadmap.

What’s coming next

For now, the email and in-app grid is the entire toolset.

Next

• Communications inbox — where the in-app notifications point to.
• Dashboard tiles — what’s visible on your homepage.
• Integrations — connect your email account.