Email Settings

Strise sends emails for two broad purposes: documents (reviews and ordered documents that are emailed out) and notifications (monitoring alerts and activity in your portfolio). The settings that control these emails live in three separate places in the application:

• Team Settings — where copies of document emails are sent, for the whole team.
• Monitoring Settings — whether each monitoring alert type is delivered by email, and to whom.
• Notifications — your personal choice of whether you receive notification emails, which types reach you instantly rather than in the digest, and when the digest arrives.

The first two are team-level settings configured by a team manager and apply to everyone on the team. The Notifications page is a personal setting — every user controls their own email preferences there.

Team email forwarding

Found on the Team Settings page. Configurable by team managers.

Team emails

A list of email addresses that receive a copy of every email containing a document (for example a completed review or an ordered registry document). Use this to forward documents to a shared mailbox, an archive address, or a CRM intake address. You can add multiple addresses.

When the list is empty, documents are only sent to the relevant individual users and nothing is forwarded.

Send documents to team emails only

A checkbox that changes who receives document emails:

This checkbox is only available when at least one team email address has been added. If all team emails are removed, the option is automatically turned off.

Monitoring alert emails

Found on the Monitoring Settings page, configured separately for each alert type — PEP, Sanctions, and Relations. Configurable by team managers. Alerts always appear in the Monitoring view; these settings only control the email delivery on top of that.

Alerts over email

A master on/off switch for email delivery of that alert type. When off, the alert type still appears in the monitoring view but no emails are sent. When on, the recipient options below become available.

Recipient (who gets the email)

When Alerts over email is on, choose who receives the emails:

These two options are mutually exclusive, and are configured independently for PEP, Sanctions, and Relations — for example, you can email all users about sanctions alerts while emailing only assignees about relation alerts.

Personal email preferences

Found on the Notifications page. Unlike the settings above, these are personal — each user controls their own, and they do not affect anyone else on the team.

Notification email

Under Email preferences, the Notification email toggle decides whether you receive notification emails at all. When it is on, the notifications you have not yet been emailed about are collected into a digest, one email per team. When it is off, you receive no notification emails, including instant ones.

Your team manager controls whether this toggle is available: a team that has turned notification emails off cannot have members turn them back on individually.

Notification digest schedule

Also under Email preferences, and personal to you. It decides when the digest is sent.

By default you have no schedule and the digest arrives once each morning — the behavior that predates this setting. Choosing a schedule replaces that with the days and hours you pick, in your own time zone.

A schedule is made of one or more rows, and each row is a set of days plus a set of whole hours. Rows are independent, which is what lets different days use different hours:

With those two rows you get nothing at 14:00 on a Tuesday and nothing at 09:00 on a Sunday. A single grid of days and hours could not express that — it would send at every combination.

Hours are whole hours only. A row needs at least one day and at least one hour; a row with neither can never send, so it has to be completed or removed before you can save.

Choosing a schedule also changes what the digest contains. By default, opening the app marks a notification read and it is then left out of the email — right for a once-a-day summary of what you missed. Once you pick your own send times, the digest stops caring whether you have read something, because otherwise glancing at the app during the day would quietly silence your email. Either way you are only ever emailed about a given notification once.

The schedule is greyed out when Notification email is off, since there is no digest to send.

A schedule is the thing to reach for if you rely on the types that cannot be set to instant email — risk flags, credit data, conflicts and triggered reviews (see below). Note that Strise's monitoring runs in the late evening, so those notifications appear at night; pick a morning hour if you would rather read them the next day than be emailed at 23:00.

Notification preferences

Every notification type has an In-app switch, and an Email column beside it:

The Email column is only filled in where there is something to decide. It is blank for a type that can only ever arrive in the digest, and for a personal type whose In-app switch is off — nothing is created, so nothing is emailed. A whole group with nothing to decide, such as Conflicts, has no Email column at all.

Some types are the exception: their email is a team setting, not a personal one. Their Email switch shows the current state of that setting and cannot be changed here — hover it to see where it lives. Because these are separate settings, they keep working even when Notification email is off for the team, and they keep sending even if you turn the type's In-app switch off.

Identity verification types appear only for teams that have identity verification enabled.

Instant email is available for the notifications triggered by a colleague's action:

Other types — risk flags, credit data, conflicts, triggered reviews, documents and forms — are produced in bulk by Strise's monitoring and document pipelines, so they are only ever delivered in the digest. If you need them sooner, give yourself a Notification digest schedule with more send times. Document and form types can additionally be emailed the moment they complete through the team-level Document order email notifications setting on the Team Settings page.

Some types only appear when your team has the relevant feature enabled.

How these settings work together

A document or notification email is shaped by all three layers:

1. Is email enabled for this kind of message? For monitoring alerts this is the Alerts over email switch; for personal notifications it is the Notification email toggle, with Instant email per type deciding whether it arrives immediately or in the digest, and Notification digest schedule deciding when that digest is sent.
2. Who is the recipient? For monitoring alerts, the Send to all users / only to assignees choice. For documents, the relevant user plus any team emails.
3. Should it also be forwarded? Team emails receive copies of document emails, and Send documents to team emails only can redirect them entirely.