How Do I Update My User Email Settings/Preferences?

The system prompts new Users to specify their Email Preferences upon activating their User account. 

Account Activation - Email Preferences Screen

Once activated, Users can update their Email Preferences at any time by going to their Profile in the top right corner of the portal and selecting "Email Settings." 

User Profile Menu

From there, Users will click the "Actions" button in the top right > Update Email Settings. 

Email Settings Page

Email Settings:

The Email Settings page contains the following configuration options:

Email Subscriptions: 

• Subscribe to Receive Emails - Toggle the switch to the ON position to enable system emails or Toggle it to the OFF position to disable them. 
  • Email Subscriptions: Users can specify the types of emails they'd like to receive from the system:
    • Portal Notifications -  Notifications about created and updated records, such as Deals, Leads, and MDF Requests.  
    • Portal Reminders - Periodic email messages about updated content and records that require action, etc. 
    • Marketing Emails - Mailings sent from the Email Marketing module.

Event Notifications:

Users can also select their preferred format for email notifications:

• Digest: Bundles activity notifications of Deals, Leads, and MDF Requests into a single email that is sent approximately one hour after the first notification event.
• Immediate: Sends individual notifications for each event.

Email Reminders:

Users who have opted in to receive Portal Reminders can set the frequency for those Reminders as well as disable Reminders they no longer want to receive.