Documentation Index

Fetch the complete documentation index at: https://docs.formly.ai/llms.txt

Use this file to discover all available pages before exploring further.

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TL;DR

• Open User Settings from the organization menu.
• Use Profile to update your name and review your functional group memberships.
• Use Integrations to connect or remove built-in integrations and custom MCP servers.
• Use Notification Settings to choose which system emails you receive.
• Use the small notification settings link at the bottom of supported emails to jump straight back to these controls.

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Open User Settings

1. Open the organization you want to work in.
2. Open the organization menu.
3. Select User Settings.

The page is organized into three sections in this order:

1. Profile
2. Integrations
3. Notification Settings

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Profile

Use Profile to review your current name, email address, and functional group memberships.

• Click the edit icon next to your name to update it.
• Your email address is shown here for reference.
• Your functional groups in the current organization are listed as chips. Memberships are managed from Manage Organization by anyone in the org.

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Integrations

Use Integrations to manage tools connected to your account in the current organization.

• Built-in integrations such as GitHub, Linear, and Jira can be connected from this section.
• You can also add custom MCP servers with Add Integration.
• Each connection can be enabled or disabled for agent access independently.

For detailed setup steps, see Integrations.

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Notification Settings

Use Notification Settings to control which non-mandatory system emails Formly sends to you. Each setting updates your account preference immediately and applies to future emails in the current organization.

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Comments

• Email me when someone mentions me in a comment
• Email me when someone replies to a thread I’m in

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Approvals

• Email me when a document is sent to me for approval
• Email me when my document is fully approved

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Tasks

• Email me when a task is assigned to me
• Email me when one of my tasks changes status
• Email me when one of my tasks is updated

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Digest

• Receive weekly digest emails

The weekly digest is separate from live notification emails. Turning it off stops the scheduled digest email but does not change your comment, approval, or task alerts.

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Manage Notifications From an Email

Supported notification emails include a small grey notification settings link at the very bottom of the email. Use that link when you want to:

• turn off a specific category after receiving an email
• stop the weekly digest
• review your current notification preferences

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Best Practices

• Leave only the alerts on that you actually act on.
• Keep approval request emails enabled if you are an approver on controlled documents.
• Keep task assignment emails enabled if your team uses Formly tasks operationally.
• Review your settings after joining a new organization or taking on a new role.

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FAQ

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Are notification settings shared across organizations?

No. User Settings are managed in the organization you are currently viewing, and the notification footer link takes you back to that organization’s settings page.

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What happens if I turn off the weekly digest?

You will stop receiving the scheduled weekly digest email. Your live comment, approval, and task emails stay controlled by their own toggles.

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Why am I still getting an invite or PIN reset email?

Those emails are mandatory account and access emails, so they are not affected by notification preferences.