Notifications & Escalation Rules

Never miss a compliance event with configurable notifications and automatic escalation.

• 7 notification types — Record status changes, COI uploads, expiring certificates, new vendors, escalation triggers, scheduled reports, and new team members.
• Per-type toggles — Enable or disable each notification type independently for in-app and email channels.
• Digest options — Choose instant delivery, daily digest, or weekly digest for email notifications.
• Quiet hours — Pause email notifications during off-hours with configurable start/end times and day selection.
• Escalation rules — Define automatic actions when records stay in a non-compliant status for a configurable number of days.
• Escalation actions — Email the vendor, email the assignee, email Admins, or automatically change the record's status.
• Per-user preferences — Each team member controls their own notification settings from their profile.