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Edit Firm Members Alert Settings

To edit a firm member's alert settings, take the following steps.

  1. From your dashboard, proceed to the Users & Security management window found within the CFT - Legacy section.
    1. In the navigation panel on the left side of the dashboard, click on Settings, then proceed to select Users & Security.
  2. Identify the user whose settings require updating.
    1. You may utilize the search function to efficiently locate the user.
  3. After identifying the user, proceed by clicking on the Edit button.
  4. Click on the Edit option located within the Preferences section.
  5. Choose the Alerts option.
  6. Choose the appropriate Alert level.
    1. Only the Alert levels that are configured for the user will be displayed, in accordance with the system setup.
  7. Select the desired Alert(s) by checking or unchecking the corresponding box. Once selections are made, click Save.
  8. Finished.