PersatePersate documentation

Preferences, notifications, and analysis

Appearance and language preferences, email notification toggles, and the Analysis-panel controls — the three smaller panels under Settings consolidated for reference.

This page covers the three smaller panels in the Settings modal: Preferences, Notifications, and Analysis. Several of the controls in these panels are presently labelled coming-soon and are surfaced for visibility — they will become active in subsequent releases.

The fourth platform-feature panel — Advisor — is documented in the Advisor section's Best practices page.

Preferences

Settings governing how the platform looks and behaves.

Appearance

A theme selector with three options:

  • Moonlit night (default) — the dark theme.
  • Sunny mode — the light theme.
  • Follow system — the platform respects the user's operating-system theme preference, switching automatically when it changes.

The change takes effect immediately and persists across sessions and devices.

Feature banners

Each major feature page (Cockpit, Live proceedings, Voting ledger, Stakeholders, Public Pulse, Alerts, AI advisor) carries a dismissible introductory banner explaining what the feature is. Once dismissed, a banner does not reappear automatically.

The Feature banners control reports the count of currently dismissed banners and exposes a single Reset button. Resetting restores every previously dismissed banner; banners then dismiss again only on explicit user action.

Where no banners have been dismissed, the control reads "No banners hidden" and the action is unavailable.

Language (coming soon)

The platform's interface is presently English-only. Additional locales are planned for a future release.

The current locale is displayed for reference (English); the selector will become active once additional locales are translated.

Timezone (coming soon)

Timestamps across the platform — proceedings, digests, scheduled briefings — currently render in the user's browser timezone. A future server-stored timezone preference will allow the same account to render times consistently across devices and shared content.

The current default is (GMT +2:00) Warsaw.

Notifications

Email notification preferences. The platform does not currently offer in-app notifications or push notifications; both are planned and surfaced as coming-soon entries here.

Product updates

Email about new features, improvements, and release notes. Sent no more than once a week.

This is the only currently active toggle in the panel. The default is on; it may be toggled off at any time. Changes are persisted immediately to the user's account metadata.

Security alerts (coming soon)

Email for sign-in attempts, password changes, and MFA events. The toggle is presently disabled — when this ships it will be on by default and will not require manual enrolment.

Weekly digest (coming soon)

A Monday-morning email summarising what has changed across the user's watched documents, tracked stakeholders, and active alerts. The toggle is presently disabled.

In-app and push (coming soon)

The platform's roadmap includes both in-app notifications (a notification centre accessible from the top navbar) and push notifications (delivered to the user's mobile device). Neither is exposed as a toggle yet — the row is included for visibility.

Analysis

The Analysis panel governs how the platform indexes and links files. Both controls in this panel are presently coming-soon.

Synchronization interval (coming soon)

The frequency at which the platform pulls new files from connected third-party sources. The selector exposes four intervals — Every hour, Every three hours, Every twelve hours, Once a day — and will take effect once the Sources integrations (Google Drive, Microsoft OneDrive) are enabled. Until then the selector is informational.

Smart suggestions (coming soon)

A toggle that, when enabled, will cause the platform to proactively surface related proceedings, amendments, and cross-references in the user's workflow. The default will be off; users who want a more actively recommending experience will opt in here.

Why so many "coming soon" controls

The settings modal is intentionally forward-looking. Each coming-soon row reserves the place where the setting will appear when its backing feature ships, so users who learn the layout once do not need to re-learn it every release.

In practical terms today:

  • Account, Security & Privacy, Advisor, Preferences (Appearance and Feature banners), and Notifications (Product updates) are fully active.
  • Preferences (Language and Timezone), Notifications (Security alerts, Weekly digest, In-app & push), Analysis (both controls), and Security & Privacy (Data & export) are visible but not yet operational.

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