Account followers

Table of Contents

How team members can change their account following settings
How to check if you’re following an account
How following works with notification preferences

Team members who follow an account receive notifications about all activity related to it. If you have access to the account, you can choose whether to follow or unfollow it.

Note

If you are a firm owner or admin, read the detailed article on adding and deleting account followers.

How team members can change their account following settings

There are two ways to change your account following settings:

One by one: to change your follow settings, go to the account’s profile, click the eye icon at the top left, then toggle Follow account either on or off. Here, you see which team members are following the account.
By bulk selecting accounts: go to Clients from your left sidebar menu, open the Accounts tab, then select the clients. Click More actions in the menu bar, then select either Follow accounts or Unfollow accounts from the pull-down menu. The selected action will be performed for all selected accounts.

How to check if you’re following an account

You can check which accounts you are following in your accounts list. Enable the Follow column to see your following status for each account—to learn how, see customizing columns .

These icons show your following status:

You are not following the account.
You are following the account.

How following works with notification preferences

Following an account means you’ll receive notifications about all activity in it. You can control which events you’re notified about in Account settings > Notification preferences. To learn more, see how to change your notification preferences .

By default, notifications are sent to your Inbox+ and email for all accounts you follow. If you’ve disabled certain notifications, you won’t receive them regardless of whether you follow the account.