Account following

Table of Contents

Account following at a glance
Account following vs. access to account
Account following vs. notification preferences
Change account following settings
Check if you’re following an account
Access and permissions

If you have an access to the account you can choose whether you want to receive its notifications by following or unfollowing the account.

Account following at a glance

Account following lets team members receive notifications about activity in specific client accounts. Each team member can choose which accounts to follow independently — making it easy to stay updated on relevant clients or reduce notifications for accounts that aren’t part of your work.

Account following vs. access to account

Account access — gives a team member the ability to view an account and its related data. When a team member is granted access to an account, they automatically become a follower. If their access is removed, they are unfollowed from the account as well.
Account following — determines whether a team member receives notifications about account activity. Having access to an account is required to follow it, but it doesn’t mean you have to — team members with access can choose to unfollow any account at any time.

Account following vs. notification preferences

Account following — determines which accounts you receive notifications about. By default, you receive notifications in your Inbox+ and email about all activity in the accounts you follow.
Notification preferences — determines which types of events trigger notifications, regardless of which accounts you follow. If you have opted out of a specific notification type in Settings, you won’t receive it even for accounts you follow. More on changing notification preferences .

Change account following settings

There are two ways to change your account following settings:

1. 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.

2. 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.

Note

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

Check if you’re following an account

You can check which accounts you are following in your accounts list; the FOLLOW column shows your status for each account.

These icons show your following status:

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

On every account’s profile page, you’ll see the number of followers the account has.

Access and permissions

The firm owner or admin can make employees follow an account by giving them account access. Once an employee has access to an account, they automatically become a follower of that account.

Firm employee can follow and unfollow accounts they have access to.