Default Message Recipient
The Default Message Recipient receives Alerts when clients upload files or make changes to Account information and there is not a Client Service Team Assigned.
If there is a Client Service Team assigned, Alerts will be sent to those team members and not to the Default Message Recipient.
Only a Firm Administrator can assign a Default Message Recipient, and there can be only one Default Message Recipient per Firm.
To assign a Default Message Recipient:
Click the Ellipses (three dots) on the lower left-hand corner of the screen.
Click Admin.
Click Users.
Click on the Employees tab.
Click the checkbox under the Default Message Recipient column.
Click Yes to confirm.
To remove a Default Message Recipient:
Click the Ellipses (three dots) on the lower left-hand corner of the screen.
Click Admin.
Click Users.
Click on the Employees tab.
Hover over the employee and click the edit icon on the far right.
Uncheck the Default Message Recipient checkbox.
Click Update.
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