Profile

Open the account menu from your name and choose Profile. The address is /profile. You can change only your own profile. A token cannot read or change it.

Name and job title

1. Edit Full name. A blank name is refused.
2. Edit Job title, or leave it blank.
3. Choose Save profile.

Profile saved. confirms the save. The sidebar name, and the owner line on New contract, change straight away. Full name is 1 to 200 characters after trimming. Job title may be blank and is at most 80 characters. A line break is refused. A name or job title change is recorded as Profile updated. Saving notification choices is not recorded.

Notifications

For Key dates, Tasks, and Assignments, choose In app only, Email, or Daily digest. New contracts in types I can edit is a switch. Its delivery choice appears only after you turn the switch on, and only when you have edit through an active team. Choose Save notifications. Preferences saved. confirms it.

A new member’s Key dates and Tasks are Email. Assignments is In app only. New contracts is off.

Key dates on contracts I can edit is shown to an admin, an owner, someone with a contract edit grant, or someone with edit through a team. It is off until you turn it on. Owners still receive key dates from the Key dates choice when this switch is off.

The Timezone help says “Used for your daily digest and the dates you see.” If you have not chosen one, digest periods and alert days use the workspace time zone. The daily digest is sent at 08:00 in that time zone. No digest is sent when every group is empty. The groups that remain are Overdue, Due soon, and Other.

The bell in the top bar opens the latest 20 notifications. Its accessible name is Notifications, N unread. A badge shows only when something is unread, and it shows 9+ when there are more than 9. Choose a notification to open that contract. It is marked read. Mark all as read clears the unread ones. An empty list says “No notifications yet.”

An immediate email is capped at 20 in your own hour. The digest does not count toward that cap. You get no email, and no in-app row, when the contract is archived, you are deactivated, or you can no longer open the contract.

Lead days for the workspace are set by an admin on Key date reminders.