How to Use the Alerts and Notifications Widget in the Dashboard

Find out what needs your attention without leaving the dashboard. The Alerts and notifications widget surfaces recent events and links you straight to the page where you can act.

Before you start

The widget appears automatically at the top of the dashboard for every user. No setup is required.
Your widget feed is scoped to your user account. The same feed follows you across every platform and organization you have access to, regardless of which one is currently selected in the dashboard switcher.
Events in the widget are the same events that fire as email notifications. The widget is the in-product surface; email reaches teammates who are not currently in the dashboard.
The widget is for awareness, not inline resolution. Each row links to the existing dashboard page where the work happens.

Steps

Sign in to the Straddle Dashboard. The widget sits at the top of the home page.
Pick a tab.
- Alerts lists events that need attention (red icon). Examples: a held charge, a paykey in review, a bank verification failure.
- Notifications lists informational events (blue icon). Examples: a completed charge, a settled funding event, a newly approved account.
Read the row. Each row shows a short title, a one-line reason or status, and a relative timestamp (for example 3h or 1d).
Click a row to deep-link to the dashboard page for that record. The widget does not resolve issues inline; the destination page is where you take action.

Full event catalog

The widget and email notifications share the same event catalog. Every event below is available in both surfaces and can be enabled or disabled per channel in your notification settings.

Alerts (action required)

Red icon, surfaces events you should look at. Each row shows a short title, a one-line reason, and a relative timestamp.

Event	Description shown	Deep-links to
Charge failed	`{{failure_reason}}`	Charge detail page
Charge on hold	`{{amount}}` held, exceeds limit of `{{limit}}`	Charge detail page
Charge reversed	Post-payment return reason	Charge detail page
Payout failed	`{{failure_reason}}`	Payout detail page
Payout on hold	Held for review	Payout detail page
Payout reversed	Post-payment return reason	Payout detail page
Customer in review	`{{customer_name}}`, `{{review_reason}}`	Customer detail page
Paykey in review	`{{customer_name}}`, `{{review_reason}}`	Paykey detail page
Paykey blocked (first R29)	Unauthorized return, eligible to unblock	Paykey detail page
Paykey blocked (repeat R29)	Repeat R29, share Company ID to resolve	Paykey detail page
Bank verification failed	Verification status returned by bank	Paykey detail page
Funding failed	`{{amount}}` to `{{account_name}}` failed	Funding detail page
Approaching charge limit	`{{customer_name}}` near `{{limit}}`	Capability request page
Account declined	`{{customer_name}}` failed verification	Customer detail page

Notifications (informational)

Blue icon, no action required. Confirms that something completed or that an account moved through a lifecycle step.

Event	Description shown	Deep-links to
Charge created	`{{amount}}` to `{{recipient}}` started	Charge detail page
Charge completed	`{{amount}}` to `{{recipient}}` paid	Charge detail page
Payout created	`{{amount}}` to `{{recipient}}` started	Payout detail page
Payout completed	`{{amount}}` to `{{recipient}}` paid	Payout detail page
Funding settled	`{{amount}}` settled to `{{account_name}}`, direction shown	Funding detail page
Account created	`{{customer_name}}` created, onboarding started	Customer detail page
Onboarding started	`{{customer_name}}` verification in progress	Customer detail page
Account approved	`{{customer_name}}` ready to transact	Customer detail page

Common questions

Do I need to turn the widget on?
No. Every dashboard user sees the widget by default.

What is the difference between the widget and email notifications?
The widget is for in-product awareness when you are already in the dashboard. Email reaches teammates who are not in the dashboard, including shared team addresses configured as a mailbox on the account.

I do not see any items in either tab.
Either nothing has happened recently for the accounts you have access to, or the event types you care about are turned off in your settings.

How to set up email notifications in the dashboard for the email companion that uses this same catalog.
Payment status and lifecycle for context on what triggers charge and payout events.
Webhooks overview for the programmatic alternative.