Alerts - Edit Firm Member Settings

Access level: Firm Administrator

To edit a Firm Members Alert settings, take the following steps:

1.       My Firm > Users / Security

2.       Find the person whose signature needs customizing

a.       Click the Edit button for that person

3.       Click Edit under Preferences on the right-hand side of the page

4.       Select Alerts

5.       Select the desired Alert level

a.       Only the Alert levels available to the individual will appear (based on system setup)

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

7.       Click Save to update settings