Overview
Notification preferences let you control how Custodia notifies you when something important happens, such as card transactions, expenses, activity requests, approvals, or receipts.
Instead of one on/off setting, you can create rules. For each type of event, you choose how you want to be notified: by email, on your device, or not at all.
This makes it easier to stay informed without being overwhelmed by unnecessary notifications.
Note: Your organization must have the Notification Setup capability enabled. If you do not see Notification setup (or Notification preferences) in the menu, contact your administrator or Custodia support.
Who can change what
| Role | What they can do |
|---|---|
| Standard user | Manage their own preferences. They can only change rules where they are the recipient. |
| Manager | Configure preferences in line with their team scope (same idea as other manager-scoped views). |
| Admin / Finance | Configure preferences for any employee or team in the company—useful for rolling out a standard policy or helping someone who is away. |
| Support / issuer admin (where applicable) | May see a company selector to work on behalf of a specific company. |
How to open notification preferences
- Sign in to Custodia (web).
- Open your user profile menu
- Choose Notification setup — this opens Notification preferences.
How to set up your preferences
Add a rule
- Use the [+] button to create a new row.
- Fill in the columns below, then save.
1. Entity type
Choose what the rule applies to. For example, this could be an activity request, expense, trip, or another item your company uses.
- If you want the rule to apply to everything, select Any.
- Your selection here determines which options you will see in the next step.
2. Event type
Choose what kind of event you want to be notified about, such as a status change or a specific action.
- You can also select Any to cover all events for that item.
- If you are unsure, you can hover over the options to see a short description.
3. Delivery method
Choose how you want to receive notifications:
- Email — sent to your email address
- Device notifications — alerts on your phone (if notifications are enabled)
- None — you will not receive notifications for this rule
4. Original recipient
Choose who should receive the notification.
- Most of the time, this will be you.
- If you are an admin or manager, you can also set notifications for other users or teams.
Tips for a clean setup
Start simple, then refine
Begin with broader rules, then adjust as needed. For example, you might use email for approvals and device notifications for declines.
Use “None” to reduce noise
Instead of turning off all notifications, mute only the ones you do not need.
For managers and admins
Set up rules based on how your team operates. Decide who should be notified about things like declines, missing receipts, or approval updates.
For mobile users
If you choose device notifications, make sure the app is installed, you are logged in, and notifications are enabled on your phone.
Troubleshooting
Menu missing
Your org may not have Notification Setup enabled, or your session type may hide it—ask an admin or support.
No Emails
Confirm Email is selected for the relevant rule, check spam, and verify your profile email.
No Push
Confirm Device notifications, app install, and phone settings.