Setting Up Client Portal Notifications

Setting Up Client Portal Notifications

Notifications appear on the right-hand sidebar of the Client Portal while on the Overview tab.

Primary notifications on the Client Portal are automatically provided and controlled by the Platform. You may also add and push Secondary notifications for additional information you wish to convey to your clients.

To add a Secondary Notification to the Client Portal:

  1. Navigate to Run Business > Firm Profile > OWM.
  2. Under the Notifications section, click + Add New.
  3. Select an Icon to go along with the notification.
  4. Enter the Fill Title and Fill Body of the notification. This is the title and text that the client will see on the Client Portal.
  5. Click Submit.
Note: If you edit an existing notification, clients that have previously dismissed the notification will not see the changes made. Delete and add a new notification to push new information to all clients.
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