Adaptive allows you to customize which email and text notifications you receive. Use the settings described below to control your notification types and how often they are delivered.
1. Access Your Notification Settings
Select your Name Dropdown in the the top-right corner
Click My Profile to open your personal settings.
2. Choose Your Notification Types
Under Manage Your Notifications, select the specific notification types you want to receive.
Notifications are grouped into these categories:
Receipts — Review required (named Approval required if your account uses receipt approvals), Purchase made, and Assigned.
Bills — Approval required and Ready for payment.
Draws — Approval required.
Comments — Comment made and Comment mention.
Purchase orders — Approval required and Signature received.
Change orders — Change order signed and Marked as signed.
AI Chat — AI Chat mention.
The categories and types you see depend on how your account is set up and which features it uses, so your list can be shorter than the one above. If you expect a category and do not see it, contact us.
Check the box next to each notification you want enabled.
Uncheck any notifications you do not want to receive.
3. Configure Notification Frequency
Adaptive provides two delivery frequency options:
Instant — Receive a notification every time an action occurs.
Daily Summary — Receive a single summary email each day at 9:00 AM EST.
Note: Some notifications in Adaptive are enabled by default and cannot be turned off from your profile settings. These include alerts for vendor ACH changes, bank account archiving, and other critical account activity. To see the full list of default notifications and who receives them, see Understanding Default Notifications.
If you have any additional questions please reach out to us directly at [email protected].