Learn how to customize tasket settings, configure notifications, manage your team, and set up security options.
Access your account settings to manage your personal information and preferences:
To access account settings, click on your profile icon in the header and select "Settings" or navigate to the Settings page from the sidebar.
Customize how and when you receive notifications to stay informed without being overwhelmed:
Choose to receive email alerts for document processing, task assignments, and important updates. You can set this to "All", "Important Only", "Daily Digest", or "None".
Control whether you see notifications within the tasket interface. Enable or disable based on your preference.
Choose which types of notifications you want: document processing updates, task assignments, team activities, or system announcements.
Set notification frequency to immediate (real-time), daily digest (summary once per day), or weekly summary to reduce notification overload.
Best Practice: Start with "Important Only" or "Daily Digest" to avoid notification fatigue. You can always adjust these settings later based on what works best for you.
Keep your account secure with these security options:
Security Tip: Enable two-factor authentication for the best protection. This ensures that even if someone gets your password, they can't access your account without the second factor.
If you're an administrator, you can manage team members, assign roles, and control permissions:
Full access to all features, settings, team management, and organization configuration. Admins can add/remove team members and change permissions.
Can upload documents, view all documents and results, create and manage tasks, use Company AI, and collaborate with the team. Members have full access to features but can't change organization settings.
Read-only access to documents, search results, and Company AI. Viewers can see information but cannot upload documents, create tasks, or make changes. Useful for stakeholders who need visibility.
Note: Team management features are typically available to organization administrators. If you need to add team members or change roles, contact your organization admin or check if you have admin permissions.