Managing Owner Alert Settings

Created by Howard Katzenberg, Modified on Wed, Dec 3, 2025 at 7:10 PM by Howard Katzenberg

Owner Alert Settings Overview

Configure which alerts you receive for tracked owners and how they're delivered. You can set account-wide defaults or customize settings for individual tracked owners.

Accessing Owner Alert Settings

Go to Settings in the sidebar
Select Owner Alert Settings

Or access per-owner settings from an owner's detail page.

Available Alert Types

Alert Type	Default	Description
New Applications	ON	Owner files a new trademark application
Assignments	ON	Trademarks transferred to or from owner
Owner Info Changes	ON	Name, address, or entity type changes
Trademark Milestones	ON	Registration, renewal, abandonment, cancellation
TTAB Activity	ON	Owner involved in TTAB proceedings
Citation Alerts	OFF	Owner's marks cited against other applicants

Delivery Options

Choose how you want to receive alerts:

Option	Best For
Immediate	Competitive intelligence - get notified immediately
Weekly Digest	Less time-sensitive - consolidated weekly summary

Account Defaults vs Per-Owner Overrides

Owner alert settings work on two levels:

Account Defaults - Apply to all tracked owners
Per-Owner Overrides - Customize settings for specific owners

Setting Account Defaults

Go to Settings → Owner Alert Settings
Configure your default preferences
Click Save

All tracked owners will inherit these settings unless overridden.

Overriding for a Specific Owner

Navigate to the owner's detail page
Click Alert Settings
Toggle Use Custom Settings on
Configure the overrides
Click Save

This owner will use custom settings instead of account defaults.

Recommended Settings by Use Case

Use Case	Recommended Settings
Competitor Tracking	New Applications, Assignments, TTAB ON; Immediate delivery
Client Oversight	All ON; Immediate for critical, Weekly for milestones
Industry Monitoring	New Applications ON; Weekly Digest acceptable