#Notification Preferences

Role	Access Level
Client Admin	Edit
Client Manager	Edit
Client Staff	Edit

#Overview

The Notification Preferences settings let you manage optional email notices for one in-scope project at a time. Each signed-in user manages their own preferences independently for the selected project. Client Administrators cannot edit another user's notification settings from this page.

Two optional notices are currently available:

Instant transcript notice - receive an email when a new transcript is available for the selected project.
Monthly report - receive a monthly summary email for the selected project.

These preferences do not affect mandatory account, security, or service messages.

#Prerequisites

You are signed in to the AiDial portal as a Client Administrator, Client Manager, or Client Staff user. See Signing In for instructions.
Your session includes at least one active customer project. If your account has access to multiple projects, choose the project you want to update before editing preferences.
Navigate to Settings in the portal sidebar, then select Notifications. The direct route is /settings?section=notifications.

#Managing Your Notification Preferences

Open Settings from the sidebar, then select Notifications.
If prompted, choose one in-scope Project. A single in-scope project is selected automatically.
Review the optional-notice guidance. Preferences start off until you enable them.
Use the Instant transcript notice and Monthly report switches to prepare your changes.
Select Save preferences to apply the changes. Use Reset changes to discard unsaved changes and return to the latest confirmed server state.
Wait for the confirmation message. If another change happened first, the page reloads the latest server state so you can review it before saving again.

#Field Reference

Field Name	Description	Validation Rules	Default Behaviour
Project	The in-scope project whose notification preferences you are reviewing or editing	Required when more than one project is available. Out-of-scope project IDs are not disclosed.	A single in-scope project loads automatically; multi-project sessions must choose one project.
Instant transcript notice	Optional email notice sent when a transcript is available for the selected project	Save is available only after changing at least one preference. Opt-in changes must pass the portal security checks.	Off until you enable it.
Monthly report	Optional monthly summary email for the selected project	Save is available only after changing at least one preference. Opt-in changes must pass the portal security checks.	Off until you enable it.
Last updated	When the preference was last changed	Display-only.	Shows Never updated until that preference has been saved.
Exact update time	Raw timestamp for the last saved change	Display-only and shown only after selecting Show exact time.	Hidden by default.

#Security and Scope

Notification preferences are loaded and saved through your signed-in portal session. You do not need to enter or send an API key.

The route enforces customer-role access for Client Administrator, Client Manager, and Client Staff users. Project scoping is checked server-side against the projects in the current session. Out-of-scope projects and unavailable roles use a non-enumerating not-found response.

Save requests validate the expected current state and may be rate-limited per user, client, and project. Opt-in changes also record trusted portal provenance for consent and audit review.

#Common Issues

Issue	Resolution
Notifications are unavailable in Settings	This workflow is available only to Client Administrator, Client Manager, and Client Staff roles. Partner roles do not have this customer notification-preference workflow.
The page asks me to choose a project	Your session includes multiple in-scope projects. Choose one project before editing optional notification preferences.
No switches are shown	Your current session does not include any active in-scope customer projects for notification preferences. Contact your AiDial partner or portal administrator if this is unexpected.
Save preferences is disabled	Change at least one switch before saving. The button is also disabled while a save is already in progress.
Save says the preferences changed elsewhere	The portal reloaded the latest server state. Review the current switch values, then save again if you still need to change them.
Change is rate-limited or blocked by a security check	Wait for the retry guidance shown in the portal, or refresh and try again if the session or security check failed.
Can I set notification preferences for other users?	No. Each signed-in user manages their own preferences for their in-scope projects.