Notifications tell you about work waiting for you, request decisions, mentions, and account changes. Open a notice to go to the related record. You still need permission to see that record or complete its action.

Choose approval emails

Open Profile, then Notifications in the organization. Choices are saved separately for each organization.

For Requests assigned to me, choose Immediately, Daily summary, or In FTE Tree only. Assignments appear in Needs my review on Home and My approvals as soon as their step is ready in every mode. A daily summary is sent after your chosen time only when there is new or due work; it is not a daily copy of all outstanding requests.

Requests I submitted controls final-result emails for your own requests and starts on. Requests I acted on controls results for requests you recorded decisions on and starts off. When both apply, FTE Tree uses your choice for requests you submitted.

Changing your choice applies to email that has not been sent. When you turn email back on or verify a new address that meets your organization’s email rules, reminders can resume for work still assigned to you. Daily summaries wait until your chosen local time. Old skipped emails are not resent.

Sign-in, security, invitations, billing, and service email have separate delivery rules.

Who receives notifications

Event Who receives it and how
Approval step ready or reminder due People assigned to the active step; email follows their preference
Request approved, returned for changes, rejected, canceled, or invalidated The requester and people who recorded decisions; in FTE Tree, with optional result email
An administrator records a response for an approver That approver, in FTE Tree only
Message mention The mentioned active member who can view the record, including an edit if the message still mentions them, unless the conversation is muted; optional email
New conversation reply or edit Followers who can still view the record; optional email
Organization created or invitation accepted The person who completed the action
Email delivery problem The affected member, in FTE Tree only

Find ready reviews in Needs my review or My approvals. They do not create a second assignment notice in your notification inbox. A job title or role name alone does not determine recipients. Reminders stop when the request or step closes, another approver decides it, or the assignment is no longer active.

Read notifications on Home

Home shows action notices and unread warnings in Action needed. Routine outcomes and mentions are available in Notifications. Open a notice to review the related work; warning notices keep their explanation and action. Use Archive to remove a notice from Home and your active notifications; archiving does not finish the underlying work.

Unread warnings leave Home after you read them. Action notices can remain after reading until they are archived or their work ends. Home shows a short preview; the summary beside Action needed gives the total number of notices in that section. All notifications opens your full inbox, including notices that are not shown on Home.

Use the notification center

Open Notifications from the header bell. Active includes unarchived notices, read or unread. Mentions shows unarchived message mentions. Archived contains notices you archived and alerts closed after their work ended.

Open a notice to mark it read and see Why you received this. Use its action when available. Archive marks it read and removes it from your active views; Restore returns a manually archived notice. Notices closed after their work ended cannot be restored.

Use Mark all as read above the list to clear unread indicators while keeping notices in Active. To clear the list, choose More, then Archive all…, and confirm the number of notices. Both actions apply to your current tab and search results across all pages. When you search, the actions are labeled Mark matching as read and Archive matching…. Archiving moves those notices to Archived and marks them read; it does not complete approvals or other tasks. Notices arriving after you open the archive confirmation stay active.

Conversation notices show the current message, its author, and the related record when you still have access to the conversation. Replies include a short In reply to excerpt from the opening message, with its author. An edited message shows its latest text and edit time, even when you open an older notice; an edited opening message is also marked.

Choose Open conversation to read the surrounding discussion or reply. Redacted messages show Message redacted; messages you can no longer access are unavailable. Conversation email still contains only a generic notice and a link, without the message text.

Reading or archiving does not complete a request or change a record. Activity history records business changes separately. Only you can open your notification inbox for this organization. An administrator cannot open it for you.

Mentions and protected information

Mention an active member who can view the record when you need their attention. You cannot select yourself. A follower who is also mentioned receives one notice for that message. An edit notifies followers and people still mentioned in the message when they can view it. Muted conversations do not send notices.

Under Profile > Notifications, turn on Conversations and mentions to receive email for conversation notices. This choice starts off and applies separately to each organization. Email contains a link to FTE Tree and does not include the message text. A conversation’s notification setting still applies.

Request conversations and files remain protected. Notifications do not copy conversation text or protected request facts into email. If your access changes, you may no longer be able to open the request or act on it. You may still receive a notice telling you the outcome of a request you participated in.

Keep a conversation together

Use conversations to start a discussion on a position or approval request, reply within it, and correct your messages. The conversation guide also explains message history and redaction.

Follow or finish a conversation

Choose Follow conversation, Mentions only, or Mute conversation for each topic. Follow the conversation notification and resolution steps to change that choice or close a completed discussion. Your email preferences above determine whether eligible notices also arrive by email.

If a message did not arrive

  1. Check the work directly: My approvals, Profile > Invitations, the related record, or Billing. You can continue there while investigating email.
  2. Confirm your email is correct and verified under Profile > Email. A replacement address must finish verification.
  3. Check email preferences in the correct organization. For a daily summary, check its time and whether new or due work existed.
  4. Confirm the approval step is ready and assigned to you, or that the invitation is still active.
  5. Check spam, quarantine, and mail filtering. Ask your email administrator about blocked FTE Tree messages.

Approval reminders are checked from 9 AM in the organization’s time zone and can arrive later after a delivery delay. The next reminder can be brought forward to the response due date; later reminders follow the organization’s interval, back-off, and email limit. A missed check does not send every missed reminder at once. Email does not extend the deadline or make a decision for you.

An email problem notice offers Review email settings. It can identify a missing, unverified, rejected, or disallowed address. Allowed email domains are exact: company.com and mail.company.com are different. Someone with the Manage sign-in security permission can review the email policy. The policy does not remove membership or choose a sign-in method.

For invitations, ask an access administrator to check the address, dates, roles, and status, then resend the invitation if appropriate. For sign-in codes, use Sign-in troubleshooting.

Get more help

If these checks do not explain missing delivery, contact support with the organization, recipient email, message type, related record, expected time and time zone, and whether the work appears in FTE Tree. Say whether other FTE Tree messages arrive. Do not include passwords or secret codes.

Form choices

Use this reference to choose form values. Available choices depend on the task, selected date, and your access.

Requests assigned to me

Choose when to receive email about new assignments and reminders. Assignments appear in FTE Tree as soon as they are made in every mode.

Choice Meaning
Immediately Send email when new approval work or a reminder is due.
Daily summary Send a summary after your chosen time when there is new or due work.
In FTE Tree only Keep the work in FTE Tree without these approval-action emails.

Daily summary is not a daily copy of every outstanding request. Its time uses your local time zone. Emails for requests you submitted and requests you acted on have separate settings, so turning off assignment emails does not turn off every request-result email.

Optional practice: follow a notice to the work it describes

For exercises that change records, use a separate practice organization and complete the preparation below.

Practice steps and checks
  1. Submit the walkthrough’s New position request.
  2. Have the assigned reviewer find the request under Needs my review on Home.
  3. Open the request and read the ready step.
  4. Complete the decision on the request itself.
  5. Return to Home and see what changed.

Reading or archiving a notice does not approve a request. Open the related record to take action.

Try a permitted mention and review the recipient’s notification preference. If email does not arrive, first check whether the work appears inside FTE Tree, then check email preferences and the address. Do not submit the request again just to generate another message.