1. Manage Portfolio Report Notifications
You can manage the Portfolio Report Notifications by clicking the ‘Settings’ page from the left sidebar of the page. Once done, navigate to the ‘Notification Settings’ section then go to ‘Report Notifications’ table.
- Tick the checkbox to enable sending of Email Notifications (per Key Role) for every Added / Updated Portfolio Report.
- Untick the checkbox to disable sending of Email Notifications (per Key Role) for every Added / Updated Portfolio Report.
Report Due – sends an email reminder when the report is available for editing in the reports section (E.g. 24 Hours and 72 Hours). All data will still be updated while a report is in a draft status
