Once you have a subscription an Administrator can set their own preferences when it comes to which emails they receive.

There is also a Global Settings feature where an Administrator can determine which emails others users receive or give them the option to choose for themselves.

How do I change the Global Settings for emails?

What email reminders does the system generate?

For an Administrator to set their email preferences:

1. Click on the grey button at the top of your screen marked "Your Profile"

2. Click on the blue "Change email preferences" on the left of your screen.

3. Use the buttons to select which categories of email you wish to receive and whether these apply to all companies in your Portfolio, just for transactions you process or never.

4. Click the green "Save" button. You can always change your setting again by repeating the above steps.How does an Administrator set the global email preferences?