--- title: User Preferences Guide description: "Use User Preferences to control three things about your Hapax account:\n\nNotifications (what you’re alerted about, and how)\n\nMemories (the personal context Hapax uses to tailor Chat)\n\nIntegrations (connect Google/Microsoft so you can move files in/out of Hapax)" --- [Skip to content](https://support.askhapax.ai/user-preferences-guide#main-content) [![Hapax Logo Lg](https://support.askhapax.ai/hs-fs/hubfs/Hapax%20Logo%20Lg.png?width=293&height=50&name=Hapax%20Logo%20Lg.png)](https://www.askhapax.ai/) - FAQs Open main navigation Close main navigation - FAQs - [Support](mailto:support@askhapax.ai) [Support](mailto:support@askhapax.ai) How can we help you? - There are no suggestions because the search field is empty. 1. [Hapax Knowledge Hub](https://support.askhapax.ai/?hsLang=en) 2. [Feature Guides](https://support.askhapax.ai/feature-guides?hsLang=en) # User Preferences Guide Use **User Preferences** to control three things about *your* Hapax account: 1. **Notifications** (what you’re alerted about, and how) 2. **Memories** (the personal context Hapax uses to tailor Chat) 3. **Integrations** (connect Google/Microsoft so you can move files in/out of Hapax) Changes are **per-user** and take effect **immediately** once saved. --- ### Where to change your preferences 1. Open **User Profile** 2. Go to **User Preferences** 3. Update the section you need (Notification Settings, Memories, Integrations) 4. Select **Update Preferences** to save (when shown) --- ### What’s in User Preferences #### 1) Notification Settings (your in-app + email alerts) Notification Settings let you choose whether each event sends: - **In-app** notification (shows in the Notification Center) - **Email** notification (sent to your inbox) You can toggle **In-app** and **Email** **on/off per event type** (as listed in your organization’s **Notification Matrix**). #### Approver-specific options (limited but useful) If you’re an **Approver**, you may also see extra controls for the four approval-related events: - **Document Submitted** - **Document Progressed** - **Document Returned/Rejected** - **Document Approved** These settings apply **only to your approver notifications** (they don’t change what others receive). #### Defaults (what most users start with) - **In-app is typically ON by default** for common events so you don’t miss key outcomes (including **Document Upload success/failure**, which appear in the Notification Center by default). - **Email defaults are conservative** (often OFF), except for events that usually require action (e.g., failures/returns). You can change defaults anytime in **User Preferences → Notification Settings**. #### Practical recommendations - Keep **In-app ON** for outcomes you want to see later (uploads, approvals, workflow results). - Turn **Email ON** only for items you must act on quickly (failures, returned approvals). - If you’re an approver: keep **In-app ON** for all approval events; use **Email** for the few that truly require immediate attention. #### Common examples - **Reduce noise:** Email OFF for “Workflow success,” keep In-app ON - **Don’t miss problems:** Email ON for “Workflow failure” and “Approval returned” - **Approver-focused:** In-app ON for all approval events; Email ON only for “Submitted” and “Returned” --- #### 2) Manage Memories (edit/delete) **Memories** are short, factual notes about you and your work that Hapax uses to personalize future chat responses. **How Memories affect Chat** - Helps Hapax tailor terminology, scope, regions, and the type of outputs you prefer - Reduces back-and-forth (“already tailored” answers) - Out-of-date memories can bias responses—keep them current **Best practices** - Keep Memories **short, factual, and durable** (role, region, business unit, priorities) - Review when your responsibilities change (quarterly is a good habit) --- #### 3) Integration Settings (connect Google/Microsoft) Integrations connect Hapax to your enterprise tools (commonly **Google Workspace/Drive** or **Microsoft 365/SharePoint/OneDrive**) so you can reference, attach, and deliver content smoothly. **How Integrations affect the platform** - **Chat:** reference/attach files from connected drives; Hapax may help you use relevant connected content when you ask - **Workflows:** pull input files from shared drives; send output documents/emails to your connected accounts - **Vault:** import or save finalized artifacts back to your enterprise storage (subject to your org’s policies) **Best practice** - Connect the account(s) where your team actually works to make handoffs seamless. --- #### Quick reference | Preference | What it controls | Affects | Sensible default | | --- | --- | --- | --- | | Notification Settings | In-app/email per event type | Awareness & response time | In-app ON for most events; Email ON for failures/returns | | Memories | Personal context Hapax uses | Chat relevance | 5–10 clear, current items | | Integration Settings | Google/Microsoft connection | Chat, Workflows, Vault | Connect your primary work account(s) | --- #### FAQ **Can I manage notifications per event type?** Yes. Toggle **In-app** and **Email** on/off for each event in **Notification Settings**. **Are there team-level notification preferences?** No. Preferences are **user-level only**. Approvers just get extra controls for approval events. **Can I disable all email notifications?** Yes. Turn **Email OFF** for the events you don’t want (you can still keep In-app ON). **I’m an approver—how do I avoid inbox overload?** Keep **In-app ON** for all approval events, and enable **Email** only for the ones you must act on quickly (commonly “Returned” and sometimes “Submitted”). **Do my preference changes affect other users?** No. Preferences apply **only to your account**. **Do Memories change how Hapax replies?** Yes. Memories guide assumptions and context so responses are more relevant to you. **What should be a Memory vs. a document?** Use Memories for enduring personal context (role, region, recurring tasks). Use documents for detailed policies, procedures, and data. **Do Integrations mean Hapax can read everything in my drive?** Hapax can only use items you **select or share**, subject to your organization’s policies. Integrations mainly enable smoother handoffs and file workflows.   - [General](https://support.askhapax.ai/general?hsLang=en) - [Getting Started](https://support.askhapax.ai/getting-started?hsLang=en) - [FAQs](https://support.askhapax.ai/faqs?hsLang=en) - [Feature Guides](https://support.askhapax.ai/feature-guides?hsLang=en) - [Troubleshooting](https://support.askhapax.ai/troubleshooting?hsLang=en) - [Release Notes](https://support.askhapax.ai/release-notes?hsLang=en) [![](https://support.askhapax.ai/hubfs/660c77ae32595e1c83b78094_Hapax_logo_colordark.svg)](https://www.askhapax.ai/) [mailto:support@askhapax.ai](mailto:support@askhapax.ai) Copyright © 2025, Hapax