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Who Gets Your Notifications and Approvals

Manage who on your team receives compliance approvals, lead-reply alerts, and portal access.

Written by Chris Ross

You control who on your team gets which notifications. Here's where each one lives.

Compliance approvals

The people who receive your campaign approval emails are your compliance approvers. Set them under your name (bottom-left) → Company — add up to three, and update them anytime. That's handy for vacation coverage or when someone leaves the firm. If you'd like to be taken off these emails because a colleague handles approvals, just remove yourself there (or let us know).

Lead reply alerts (two-way SMS)

When a lead texts you back, the portal can email whoever you choose. Manage that list in Messages → Settings (see "Setting Up Notification Recipients").

Portal access for teammates

To give a colleague their own login, invite them under your name (bottom-left) → Company. They'll get their own sign-in (see "Managing Your Account, Company, and Team").

Not sure where a notification comes from?

Use Chat with us and we'll track it down for you.

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