Set Up Your User Profile

You can set up and edit the basic information on your User Profile page (name, phone, etc.).

To enter your user details: 

1. On the All Cases page, click Portal on the top right.

2. On the My Locations page, click My Profile.

3. The User Profile page contains basic user info as well as various notification settings.
   
   
4. After entering your information in the fields on the User Profile page, scroll to the bottom of the page and click SAVE CHANGES.
   
   

Set Up Your Dashboard Notifications

If notification messages are configured for your dashboard, you can view them on the Messages page. Newly added case notes will automatically generate new dashboard notifications, but you can configure notifications for other actions in your User Profile.  

To configure dashboard notification messages for other actions:

1. On the All Cases page, click Portal on the top right.

2. On the My Locations page, click My Profile.

3. On the User Profile page, scroll down to the Notification Preferences section.
4. Configure dashboard notification messages for various case updates by clicking the Dashboard checkbox next to the desired item.

5. Once you configure your desired dashboard notification messages, scroll to the bottom of the User Profile page and click on Save Changes.

Notification messages about the items you enabled within the User Profile will begin to appear within the Messages tab on the All Cases page.