Alerts - Edit Firm Settings

Access level: Firm Administrator

To edit your Firm's Alert settings, take the following steps:

1.       My Firm > Customize > Set Firm Standards and Settings

2.       Select Alerts

3.       Select the desired Alert level

4.       Find the desired Alert(s) and check / uncheck the box

5.       Click Save to update settings OR

a.        Click Apply to Selected Members to select individuals for these settings

                                                               i.      Move individuals to right side of box

                                                             ii.      Click OK