- Overview Dashboard
- Status updates
- Company inbox
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Budgets
- Operational data
- KPIs and Financial Ratios
- Estimated Tax Calculator
- Estimated tax
- Data Health
- Macro-Economic Correlations
- Inflation and GDP
- Credit Market
- Comparing Companies
- Consolidations
- Workpapers and eliminations
- Company Dashboards
- Company Inbox
Per-company inbox
Review notifications and Signals scoped to a single portfolio company without leaving its dashboard.
The per-company inbox lists every notification and Signal tied to one portfolio company. You can review, filter, and act on items without leaving that company's dashboard.
Overview
/inbox aggregates across every company you can access, and the per-company inbox shows only items where the notification's company matches the one you are viewing. Marking an item as read, archiving it, or deleting it from either inbox updates the same record.Open the company inbox
- Go to
Company > [Company name]. - Select Inbox in the company navigation.
/company/[id]/inbox. The unread badge in the header reflects unread notifications for that company only.Filter notifications
Use the filter row above the list to narrow what you see:
- Select Status to show only Read or Unread items.
- Select Category to filter by notification type (for example, intelligence, integrations, or system).
- Select Priority to filter by severity.
Filters are stored in the URL, so you can share or bookmark a filtered view. To clear filters, remove them individually or use the empty-state link.
Take action on items
- Click a notification to open its detail view. The notification is marked as read automatically.
- Select the checkbox on each row to choose multiple items, then click Mark as read or Delete from the bulk action bar.
- Click Mark all read in the header to clear unread status for every notification belonging to this company.
- Click Archive on the detail panel to hide a notification without deleting it. Open the Archived tab to view archived items and unarchive them.
Mark-as-read and archive are reversible: you can mark an item unread again or unarchive it from the Archived tab. Delete is permanent.
Permissions
| Action | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View company inbox | Yes | Yes | Yes | Yes (if you have access to the company) |
| Mark read or unread | Yes | Yes | Yes | Yes |
| Archive or delete | Yes | Yes | Yes | Yes |
You only see notifications for companies you have access to. As a Guest, you only see companies shared with you.
Limitations
- The inbox only shows notifications attached to a
companyId. Workspace-level notifications appear in the workspace inbox at/inboxinstead. - Intelligence-category items (Signals) are hidden when Signals is in
inactiveorshadowmode for your workspace. - The list paginates 50 notifications at a time. Click Load more to fetch older items.
- Expired notifications (past their
expiresAt) are filtered out automatically. - Marking all as read clears every unread notification for the company on the server, not only the items currently loaded.
Command Palette
Search for a command to run...