There are several scenarios that trigger an email from Traverse by default. The below lists can be used for reference. To manage your email preferences, see To manage email preferences.
For these scenarios, users receive an email when they haven't opened or deleted the in-app notification after ~15 minutes (see All about the notification center):
The user is mentioned in a form
Someone who had edit control of the user's form sent it back to them
A form the user started has been finished by someone else
A collaborator uploaded content to a case where the user is an assigned worker (if that user's agency uses Traverse Connect)
Someone assigns the user to a case (if that user's agency uses Traverse as the system of record)
Users can opt-in to receive emails for these scenarios:
The user is assigned a work item for a content item
The user is assigned a work item for a form
An assigned work item changes status
An assigned work item is completed
Users who use standard (non-SSO) authentication receive emails in these scenarios:
The user is sent a welcome email
The user is sent a password reset email
Collaborators receive emails in these scenarios:
The collaborator is added to a case or resent a welcome email
A content item or form is shared with the collaborator
To manage email preferences
You can choose whether to receive certain email notifications from Traverse where you set your Traverse preferences.
Click the gear icon in the top right corner of Traverse and select My preferences.
In the Email preferences panel, use the on/off toggles to turn each email notification on or off. Your preferences will automatically update.