1. Portfolio Default Settings – Manage Report Notifications

 

1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.


 

2. Once done, you will reach the Portfolio Default Settings page. Scroll to the ‘Notification Settings’ section then ‘Email Notifications’. 

Tick/untick checkboxes to enable/disable sending of Report Notifications (per Key Role).


 

 

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.