Preferences and notifications

Notifications

Open Settings → Notifications. The following preferences are active and save immediately:

• Product updates — occasional product and release email.
• Alert emails — email when an enabled alert confirms a match.
• Alert match notifications — in-app and phone notification for a confirmed alert match.
• Advisor notifications — in-app and phone notification when an Advisor task finishes after its conversation was left, its tab was closed, or another tab stayed in front for more than two minutes.
• Browser notifications — Allow lets this browser show a notification when a long Advisor task finishes while another tab is in front. The browser keeps the permission; once decided, the row shows Allowed in this browser or Blocked in this browser's settings. Without it, the tab title gains a ✓ until the tab is opened again.

Alert matches themselves appear under CORE → Tracker. The navbar inbox is reserved for product announcements and direct messages.

Security alerts and Weekly digest are marked Coming soon; their disabled switches do not change delivery.

Preferences

Open Settings → Preferences to configure:

• Appearance — Sunny mode (the default), Moonlit night, or Follow system. An existing saved theme stays in effect; changing the appearance applies immediately and saves the choice for future sessions.
• Language — English or Polski. The interface changes immediately and the choice saves to the account for future sessions. Dates and numbers follow the selected language; source documents and authored content keep their original language.
• Feature banners — restore dismissed introductory banners.
• Procedural votes in Ledger — show votes that are hidden by default, such as agenda changes, recesses, and quorum checks.
• Editor document uploads — when Editor is enabled, choose whether Persate asks every time, saves imports to Repository, or uses them only for that document. The Repository option appears only when Repository is also enabled.

Change the language in Settings → Preferences. This browser remembers the choice and uses it on future sign-in screens. Without a saved choice, Persate uses Polish for connections from Poland and English for connections from other countries. The country is estimated from the connection's IP address; a VPN can change the result. If the country cannot be determined, Persate uses a supported browser language and otherwise English. After sign-in the account's own choice applies; without one, the organization's Default language, set by an administrator in Settings → Organization → General, applies and does not become the account's choice. Changing language keeps the current page and unsaved form content.

Timezone is marked Coming soon. Its displayed value is informational and cannot currently be changed.

Advisor

When Advisor is enabled, its preferences are grouped under Advisor. This section is also available from + → Preferences in a conversation, without leaving the draft.

• Advisor output style — Verbose, Compact, or Hidden while the Advisor works. Completed activity remains collapsed. Under + → Preferences → Advisor, Open Advisor sources defaults to Advisor right pane. In the desktop app, the other choice is Open in platform: it navigates to the selected Persate page in the same app window. External websites stay in the Advisor pane under either choice. In the web version, New browser tab opens the source in a separate browser tab. The setting applies to source chips, document links, research sources and attached references. A recording link keeps its selected moment, and a file link keeps its document target.

These choices apply immediately, including when Preferences is open in the adjacent workspace, and save to the account for future sessions.

Troubleshooting

• Save error — Persate restores the previous value; check the connection and retry.
• Language save error — the interface keeps the selected language in this browser, but the account preference has not been saved. Check the connection and select the language again.
• No Editor preference — Editor is not enabled for the organization.
• No Repository choice under Editor storage — Repository is not enabled.
• No banners hidden — there is nothing to reset.