Managing Email Notification Preferences

Purpose: Decide who gets emails from the platform, and what they get emailed about. Add any email address, pick the notification types it should receive, and change or remove it whenever you need to.

How-To: Add Email Notifications

• Navigate to the 'Admin' page via the nav-bar on the left-hand side of the screen

  

• Navigate to the 'Notifications' tab

  

• Click 'Add Email', which is the email that will receive the notifications

  

• Choose which notifications they will receive:

  Platform Summary

  A periodic summary of platform activity and compliance alerts

  Reports

  Delivery of scheduled reports to this email address

  Billing

  Billing invoices and payment-related notifications

  Compliance Settings

  Alert when compliance notification settings are saved for any asset

• Click 'Save'

How-To: Edit Email Notifications

• In the 'Notifications Preference' table, simply utilize the toggle buttons to update preferences.

  

How-To: Delete Email Notifications

• In the 'Notifications Preference' table, simply click the 'remove' icon