How do I set partner notifications and act on emails?

Partners set email notifications in the Partner Console. Export requests, client signup and activation alerts, document intake completion, and a daily review digest help partners track client work. Notification links require sign-in and open the relevant review or client page.

Key takeaways

• Notification preferences apply to the partner account.
• Emails go to partner company administrators.
• Client signup and activation trigger email alerts.
• Email links require sign-in.
• The daily digest is sent when client work requires attention or a client needs help with setup.

Last updated 3 November 2026.

Partner manuals.

Screenshots use test data captured on 4 and 5 October 2026. Click a screenshot to open the full image.

Before you start

Use your partner ADMIN account. Agree who checks partner email and who covers absence. Complete client onboarding before you use a notification to enter client work.

Step 1. Check recipients

1. Open the Partner Console.
2. Click Notifications.
3. Read the recipient addresses above the settings.
4. Check that the intended partner administrators appear.
5. Ask your account administrator to review team access if a recipient is wrong.

Figure 1. Each button shows the saved preference state.

Step 2. Set each preference

Notification	Trigger	Action after receipt
Export sign-off requested	A client requests export review.	Review the product and record a decision.
Client signup and activation	A company signs up through your partner link or matches a registered deal, or an invited client activates.	Review client details in the Partner Console. Set billing before the trial ends.
Bulk intake ready to confirm	A batch has been read and grouped.	Check destinations before dispatch.
Daily review digest	Work awaits attention across clients, or a client needs help with setup.	Open the review queue and assign work. Open the client row for a setup item.

1. Find the notification row.
2. Read the current button state.
3. Click Off to turn the notification on.
4. Wait for the button to show On.
5. Click On to turn the notification off when agreed with your team.
6. Wait for the button to show Off.
7. Reload Notifications.
8. Check all saved states.

A failed save can restore the earlier state and show an error. Check the state after reload.

Step 3. Act on an export request

1. Open the link in the notification email.
2. Sign in with your partner account when required.
3. Check the client and product name.
4. Open the product review task.
5. Review the assessment and evidence.
6. Record approval or rejection through the export review controls.
7. Check the saved decision.

Follow the review queue manual for decision steps and second reviewer checks. When a second reviewer is required, the requester cannot decide the same request.

Step 4. Act on client signup and activation emails

Partners receive two emails for a client who signs up with a password.

Path	Signup email	Activation email
Partner link, password	Yes	Yes, when client confirms
Registered deal, password	Yes	Yes, when client confirms
Partner link or deal, OAuth	No	Yes, at once
Deal, scan signup	Yes	Yes, when client confirms
Partner Console invitation	No	Yes, when client accepts

Signup email

1. Open the link in the signup notification email.
2. Sign in with your partner account when required.
3. Review the client row in the Partner Console.
4. Wait for the client to confirm their email address.

The public portal stays closed until the client confirms. You can use Work in or Look before the client confirms when partner access is on. When a founder has no password and the link expires, use Resend activation email on the client row.

Activation email

1. Open the link in the activation notification email.
2. Sign in with your partner account when required.
3. Decide who pays before the trial ends when the client pays.
4. Set billing under Billing on the client row.
5. Use Work in on the client row to add the first product when partner access is on.
6. Send the client their public portal address.

Step 5. Act on intake completion

1. Open the link in the intake email.
2. Sign in when required.
3. Check the batch and each destination.
4. Dispatch a group only after you check its documents.
5. Use the full Bulk intake screen for a new client or an unassigned group.
6. Review filed draft evidence in the client workspace.

The phone page supports groups with a known destination. Use the desktop page for groups that require a new client or a destination decision. Follow the document manual for all steps.

Step 6. Work through the daily digest

1. Open the digest link.
2. Sign in when required.
3. Open Review queue.
4. Review approval tasks first.
5. Assign document and information tasks to a named person.
6. Check the queue again after each task is complete.

Figure 2. The queue shows the current work after an email is sent.

The queue can change after the email was sent. Use the current page to check the saved task state.

Client setup items

The digest has a Client setup section when a client needs help to start. Each line names the client and the problem. Open client opens the client row in the Partner Console.

Item	When it shows	Action
Nobody at the client has activated an account.	3 days after you create the workspace, and nobody at the client has activated an account.	Check the contact email address. Use Resend activation email on the client row. Call the client contact.
No product added.	7 days after you create the workspace, and the workspace has no product.	Use Work in on the client row to add the first product, or ask the client to add it.
Trial ends. The plan then changes.	7 days and 1 day before the trial end, when the end changes the client plan.	Set billing under Billing on the client row before the trial ends.

An item shows again once a week while it applies, on the same weekday. After 4 weeks it stops. A client that turned partner access off, or that you are deleting, gets no setup item.

A partner-billed Reporting or Compliance client keeps its plan when the trial date passes. That client gets no trial item, and the Plan column shows no (trial) label.

Common problems

Problem	Corrective action
No digest arrives.	Check Daily review digest is On. Check whether the queue has attention tasks or a client is due a setup item.
An email link asks for sign-in.	Use the approved partner account.
A forwarded email cannot open a client.	Check the recipient account role and client access.
A preference returns to its earlier state.	Reload the page. Retry after checking the error.
A phone intake group needs a decision.	Open Bulk intake on the desktop page.

Recommended practices

• Keep a named person responsible for notification review.
• Keep export and intake notifications enabled when your team handles those tasks.
• Check the live task before you act on an old email.
• Review recipients when partner team membership changes.

Completion checklist

• Recipient list checked.
• Each preference checked after reload.
• Email review owner assigned.
• Export and intake procedures understood.
• Absence cover assigned.