Permissions: Alerts, Notifications, & Email

Alerts automate how changes that occur in your portfolio are monitored, including changes to ratings, changes to risk vector grades, and more.

• Distribution Email
• Set Up Alerts

See permissions key and other actions.

Distribution Email

Actions

Set up a company-wide email distribution list.

Permitted Roles & Details

✅ Admin

❌ Group Admin

❌ Internal Business User

❌ Operations

❌ Portfolio Manager

❌ User

❌ View Only

Set Up Alerts

Actions

Set your alert settings; enable or disable alerts for yourself.

Permitted Roles & Details

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only