How to customize who receives the text notifications.
- NOTE: Only firm administrators or someone with the permission of Administration Settings Page Access can view this screen.
- Navigate to the Icon in the top right corner of your account and select Account Settings.
- Click the dropdown arrow in line with the settings bar, and click Edit.
- A pop-up window will appear.
- Go to the box under the client texts section.
- The Primary Contact will appear as default to receive client texts.
- Click into the box to add additional worker roles to receive client texts.
- Click Save. Now those assigned to the worker roles on a case will receive text notifications.
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