Who can use this feature?
- All roles with access level "standard" or higher
- Available on all plans
Each Catalyst user can update their user settings from the user profile icon (upper, right corner).
Turn on / off notifications
Catalyst sends automatic email notifications for certain activity to help keep you informed on recent happenings. Use the Notifications tab to optionally disable notifications for each type of notification.
- From the User Settings window, click the Notifications tab.
- Adjust your preferences for any of the following:
- Tasks assigned to me: Whenever a task is assigned to you by another team member, a playbook, or a journey, you will receive an email. If there are several tasks assigned to you at once, Catalyst groups them as a list into one email.
- Tasks due soon or overdue: Receive a daily email of tasks assigned to you that are due today, tomorrow, or overdue. Emails are sent 9AM UTC.
- @mentions on items I'm following: Receive an email whenever you're @mentioned.
- Comments and @mentions on items I'm following: Receive an email whenever new comments or mentions are added to an item you are following.
- Emails awaiting approval: Receive a daily email (9AM your timezone) when you have emails waiting approval.
- Click Save.
Update your profile
The My Profile tab determines how your profile is represented in Catalyst to other users. Data in your profile can also be used to dynamically personalize playbook email actions.
-
Profile photo: Add a picture to appear next to your Catalyst activity.
Your Microsoft or Google profile may override how this photo is displayed.
- Profile details: Adjust defaults set up by your administrator (name, function, title, level). You cannot update your email without contacting your Catalyst admin.
- Date format: Choose your preferred date format (defaults automatically based on your timezone).
- Calendar link: Add a calendar link to be referenced in personalized playbook emails.