Account Management


 

Edit Contact Preferences

 

Overview 

This article will show you how to edit your Contact Preferences for an account.

Instructions

  1. Search and select a user
    rec_search_select_user.png
  2. Select Account Contact Preferences
    account_contact_preferences.png
  3. To edit just the preferences, use the checkboxes on the main screen
    checkboxes.png
    • Courtesy Notices: Low-priority notifications
    • Critical Announcements: Emergencies or high-priority notifications
    • Upcoming Events: Notifications about upcoming events
  4. To edit the contact method itself, click the Edit tool
    edit_contact_preference.png
  5. Edit the contact methods:
    • Type: Select Email or Mobile (phone)
      type.png
    • Email Options:
      email_type.png
      • Email: Enter the email address
      • Label: Enter an additional label (extra information)
      • Courtesy Notices: Check to receive courtesy notices
      • Critical Announcements: Check to receive critical announcements
      • Upcoming Events: Check to receive notifications about upcoming events
    • Mobile Options:
      mobile_type.png
      • Mobile Phone: Enter the phone number
      • Label: Enter an additional label (extra information)
      • Mobile Carrier: Select the carrier for the phone
      • Courtesy Notices: Check to receive courtesy notices
      • Critical Announcements: Check to receive critical announcements
      • Upcoming Events: Check to receive notifications about upcoming events
  6. Click Save Contact Method
    save_contact_method.png



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