Account Settings allow you to manage how Equip works for you, including your Ministry Roles and Notification Preferences.
Use these settings to make sure you’re informed about the right activity—without unnecessary notifications—so you can stay focused on the work that matters.
Important: Every user can access Account Settings and manage their Profile, Roles, and Notification Preferences.
Manage your Ministry Roles
Under the Ministry Roles section, you can view, search, and change the roles you've selected. Reminder: You can select up to 5 roles, including 1 primary role.
Again, when creating content, roles automatically suggest content-creation tools that may benefit you most. See the tools included within each role.
To change your Primary Role, scroll down to the Select Primary Role Section. Here, you can set a new Primary Role.
Pro-Tip: As you work in Equip, update your Primary Role so that the tools you use most appear as your top suggestions.
Notification Preferences
Notification Preferences let you choose how Equip keeps you informed about activity across your organization.
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In‑App: Appears under the header notification bell icon
- Email: Sent to your email address, based on your Email Digest Frequency.
Email Digest Frequency
This controls how often email notifications are sent.
- No digest: Each notification sends its own email.
- Daily summary (default): One email per day with all activity.
- Weekly summary: One email per week. Best for Viewers.
Note: In‑app notifications always appear immediately. This setting only affects email.
Quick Guidance by Role
Well‑configured notifications help your team stay aligned, responsive, and focused—without unnecessary noise.
Use these recommended settings to get value from Equip without being overwhelmed by notifications.
- Admin: Keep most notifications on so nothing important is missed.
- Contributor / Editor: Focus on assignments, reviews, deadlines, and AI results.
- Viewer: Enable only mentions, shared projects, and announcements.
Note: You can change notification settings at any time.
Pro-Tip: When working as a team, Mentions (@Name) are the most important notification to keep enabled. See Comments & Mentions.
Notification Setting Details
Organization
Organization Invites & Role Changes
- Organization Invites: Notifies you when you’re added to an organization.
- Role Changes: Alerts you when your role is updated.
Pro-Tip: Access change notifications are rare but critical. Keep these on.
Projects
Project Notifications
- Project Shared with Me: Alerts you when new work is shared.
- Ownership Transferred: Notifies you when you become the owner.
- Project Archived: Explains why a project disappears from active views.
Content & Assignments
Assignment & Workflow Updates
- Content Assigned to Me: Your primary “new work” alert.
- Content Unassigned: Keeps your task list accurate.
- Content Ready: Signals the next workflow step.
Review Workflow
Reviews & Feedback
- Review Requests: Alerts reviewers when content needs approval.
- Content Approved: Confirms your work passed review.
- Changes Requested: Notifies you when edits are required.
Pro-Tip: Contributors should always keep Changes Requested on to avoid stalled content.
Comments & Mentions
Discussion Notifications
- Mentions (@Name): Direct alerts when someone needs your attention.
- New Comments & Replies: Updates on conversations you’re part of.
Deadlines
Due Date Alerts
- Deadline Reminders: Advance notice before due dates.
- Overdue Alerts: Notifies you when content is late.
AI Generation
AI Completion & Errors
- Generation Complete: Lets you know AI output is ready.
- Generation Failed: Alerts you when a job doesn’t complete.
Note: AI generation runs in the background. These alerts save you from waiting unnecessarily.
Ministry Areas
Access Requests
- Join Requests: Sent to Admins for approval.
- Request Decisions: Notifies users when access is approved or denied.
Templates
Shared Templates
- Template Shared with Me: Enables reusable project setups.
System
Platform & Usage Alerts
Updated