Configure user notifications

  1. Log in as the user for which you are configuring notifications.
  2. Click the user name in the upper right hand corner of the main web page.

  3. Select Notification Preferences from the list on the left hand side. The Notification Preferences page opens.

  4. Select the notification types to receive.
  5. Specify the times of the day, and the days of the week to receive notifications.
  6. Open the Notification Methods page.
  7. From the Notification Methods page, select the different methods to send notifications to you. Methods include email and mobile text.
  8. Open the Notification Messages page.
  9. From the Notification Messages page, alter the format of notifications sent to you. You can alter or remove the variables which dynamically pull their information based on the notification object and event.
  10. Open the Send Test Notifications page.

  11. Send test notifications in the ways you defined on the Notification Methods page.

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