Preferences and notifications
Configure active personal preferences and distinguish them from Coming soon controls.
Notifications
Open Settings → Notifications. The following preferences are active and save immediately:
- Product updates — occasional product and release email.
- Alert emails — email when an enabled alert confirms a match.
- Alert match notifications — in-app and phone notification for a confirmed alert match.
- Daily report notifications — in-app and phone notification when the morning report is ready; disabled until you opt in.
- Advisor notifications — in-app and phone notification when an Advisor task finishes.
Alert matches themselves appear under CORE → Tracker. The navbar inbox is reserved for product announcements and direct messages.
Security alerts and Weekly digest are marked Coming soon; their disabled switches do not change delivery.
Preferences
Open Settings → Preferences to configure:
- Appearance — Moonlit night, Sunny mode, or Follow system.
- Advisor output style — Verbose, Compact, or Hidden while the Advisor works. Completed activity remains collapsed.
- Feature banners — restore dismissed introductory banners.
- Procedural votes in Ledger — show votes that are hidden by default, such as agenda changes, recesses, and quorum checks.
- Editor import storage — when Editor is enabled, choose whether Persate asks every time, saves imports to Repository, or uses them only for that document. The Repository option appears only when Repository is also enabled.
Language and Timezone are marked Coming soon. Their displayed values are informational and cannot currently be changed.
Analysis
Both Synchronization interval and Smart suggestions under Settings → Analysis are marked Coming soon. Changing the visible disabled or placeholder controls does not activate cloud synchronization or proactive suggestions.
Troubleshooting
- Save error — Persate restores the previous value; check the connection and retry.
- No Editor preference — Editor is not enabled for the organization.
- No Repository choice under Editor storage — Repository is not enabled.
- No banners hidden — there is nothing to reset.