Modify User Email Preferences

Activate or deactivate email trigger conditions for an individual user.
Note: All email triggers are set to active by default. If you have added a delegate for the client manager's duties, the email preferences are set to inactive by default. For more information about delegating duties to another user, see Delegation.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the Users tab.
  3. Using the search function, locate the client manager to add the delegate for. For more information on the search function, see Search for Users.
  4. Expand the Email Preferences section.
  5. Click .
  6. Expand the condition type.
  7. For the trigger that you want to modify, deselect or select the check box.
    Repeat this step for all triggers, based on your business need.
  8. Click .