Notifications and preferences
What PIToolkit notifies you about, in-app or by email, how to turn categories off, and the security alerts that are always on.
On this page
Where notifications appear
PIToolkit notifies you with the bell in your workspace, and by email for some kinds of notification. Emails never contain case content. They say something happened and ask you to open PIToolkit to see it.
Choosing what you hear about
Go to Settings, section Notifications. Everything is on by default; turn a category off to stop being notified about it. Your choices apply from then on.
| Category | What it covers | How it arrives |
|---|---|---|
| Case updates and status changes | Evidence uploads, status changes and published reports on your cases | In-app |
| Timer reminders | A reminder when a timer has run for over four hours | A banner by the running timer |
| Client activity in the portal | New secure messages from a client; a client reading your message; a client requesting a download of a report or file you shared | New messages: in-app and email. The rest: in-app |
| Plan and retention warnings | Storage and active cases approaching your plan’s limits | In-app; storage warnings also by email |
Two things to know:
- Turning off Client activity in the portal also turns off notifications of new messages from clients.
- Retention dates coming up appear in Needs attention on your dashboard, rather than as notifications.
Alerts you can’t turn off
These are always sent, in-app and by email, so you hear about them even when you’re not signed in:
- Sign-in from a new device
- Account locked or unlocked (after repeated failed sign-in attempts)
- Backup codes replaced
- Recovery key replaced
- Account key replaced
You’ll also always get notices when your plan changes and when PIToolkit support replies to a request.
What your clients are notified about
Clients currently receive email only for their portal invitation, when a case is closed (with the date their access ends), and if you schedule your account for deletion. They aren’t emailed about new messages, reports or files; they see those when they next visit their portal. Their portal has notification choices they can set now, which will apply once more client notifications are available.