What it is
Notifications keep you informed about reports, performance summaries, milestones, sync issues, and other events. You control in-app and email delivery per category and per event, and can limit some alerts to selected accounts.
What you can do
- Turn in-app and email notifications on or off globally
- Override settings per category (e.g. performance, system)
- Override per event (e.g. daily summary, milestone crossed, sync failed)
- Scope account-based events to all accounts or selected accounts only
- Set display currency for how amounts appear in emails
How it works
Channels
| Channel | Delivery |
|---|---|
| In-app | Notification centre in the dashboard |
| Messages to your account email |
Either channel can be disabled globally or per event.
Account scoping
When an event relates to a specific broker account (e.g. milestone crossed, sync failure), you can choose:
- All accounts - receive for any account
- Selected accounts - only listed account codes
If an event’s account is not in your selected list, Tessera skips creating that notification.
Common event types
Examples you may see in settings:
- Report ready or report failed - after report generation
- Performance summaries - daily or weekly digests
- Milestone crossed - PnL milestones
- Sync failed - broker connection or import issues
- System messages - product or account notices
Exact names appear in your notification preferences UI.
Expiry
In-app notifications typically expire after about one week if unread - check the app for the current behaviour.
Timezone
Scheduled summaries (daily/weekly) respect your timezone where applicable.
Limitations
- Disabling email does not retroactively unsend messages already delivered.
- You must keep an active subscription for full product use; some system notices may still apply.
- Display currency affects formatting, not calculated PnL in the underlying event data.