Managing Who Receives Email Notifications at Your Firm

Modified on Mon, 19 May at 4:36 PM

Settify allows your firm to control who receives specific types of email notifications – such as new client submissions, intake updates, and platform announcements – ensuring the right people stay informed.

The steps differ slightly depending on whether your firm is using the Legacy or Next Gen platform.

How to Review & Update Notification Recipients

Legacy Platform

Go to ‘Configure Settify’
Select ‘Customise the admin experience’
Scroll to the Notification Settings section

Next Gen Platform

Click ‘Settings’ at the bottom of the left-hand menu
Select ‘Admin facing’
Scroll to the Notification Settings section

Notification Fields Explained

When updating your settings, here are the key fields you'll encounter and what they control:

Field Name	What It Does
Email addresses to be CCed on new lead notifications, but not on any other Settify emails	Add staff here to receive alerts for new client submissions only (no other notifications). Useful for intake teams or admin inboxes.
Email address for Settify notifications	The primary email address where all Settify platform notifications will be sent. This should be monitored regularly.
CC addresses for Settify notifications	Secondary recipients of Settify notifications – these users will receive the same updates as the primary contact
Key relationship contacts	People listed here will receive important announcements and service updates (e.g. new features, billing changes, maintenance alerts). This is typically suited to management or key decision-makers.

Tips & Recommendations

Ensure your primary Settify notification email is regularly monitored.
Use a shared inbox like intake@yourfirm.com where relevant.
Include at least two team members in key fields to ensure coverage.
Review your settings after staffing changes or every few months.

Need Help?

Not sure which version you're using or need assistance updating these fields? Reach out to our support team – we're always happy to help!