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Can Read and Request Only Users Subscribe to Email Notifications and Report Subscriptions in Billy?

Users with Read and Request Only privileges in Billy can subscribe to email notifications, report subscriptions, upload notifications, and the weekly digest.

Written by Nyasha Gutsa

Yes. Users with Read and Request Only privileges in Billy can subscribe to email notifications and report subscriptions. This permission level does not block users from managing their own email preferences, so they can stay informed about compliance activity without needing elevated access.

What Read and Request Only users can subscribe to

If you have Read and Request Only access in Billy, you are able to subscribe to:

  • Report subscriptions — scheduled compliance and certificate of insurance (COI) reports delivered to your inbox.

  • Upload notifications — alerts when a vendor, subcontractor, or broker uploads a new document.

  • Weekly digest — a recurring summary of COI tracking and compliance status across your projects.

Why this matters for COI tracking

Email notifications and report subscriptions are a core part of staying on top of your COI compliance tracking. Even users with limited, read-only style access often need visibility into incoming certificates of insurance and document activity. With Read and Request Only privileges, these users can monitor compliance status, receive timely updates, and request documents without being given full administrative control of the account.

This makes Billy's COI tracking software flexible for larger teams, where many stakeholders need to follow compliance activity but only a few need to manage settings or approvals.

How to subscribe to email notifications

  1. Log in to Billy with your Read and Request Only account.

  2. Open your notification or subscription settings.

  3. Select the report subscriptions, upload notifications, or weekly digest you want to receive.

  4. Save your preferences. You will begin receiving emails based on your selections.

Summary

Read and Request Only users in Billy can subscribe to report subscriptions, upload notifications, and the weekly digest. This ensures everyone involved in your certificate of insurance tracking process stays informed, regardless of their permission level.

Want to learn more about how Billy's COI software and COI tracking software streamlines construction compliance? Visit Billy's certificate of insurance tracking software page.

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