Customize Who Receives Text Notifications

Here is how to customize who receives the text notifications. 

• NOTE: This can only be done by a Firm Administrator or someone with the permission of Administration Settings Page Access
• 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 worker roles will receive text notifications.