Notifications

Portfolio → Notifications is where an entity sets balance alerts: an email, Slack or Telegram message when a token card's balance goes below or above an amount you set. Alerts are sent to the entity's notification channels, so add a channel first.

The page is in both portfolio and accounting entities. Owners, admins and users can set alerts and add channels. Viewers can see the alerts but not change them, and guests cannot open the page.

Page	Covers
Balance alerts	Setting an alert, one-time and recurring alerts, statuses, and pausing, editing or deleting an alert.
Notification channels	Adding email, Slack and Telegram channels, sending a test, renaming and deleting.

Reconciliation emails are separate: they are switched on under Reconciliation settings.