Permissions: User Settings – Alerts, Notifications, & Email

Refer to the following permissions for the following user settings:

• Daily Digest Emails
• Distribution Email
• Modify Admin-Defined Alert Sets
• Set Up Alerts

See permissions key and other actions.

Daily Digest Emails

Set up the Daily Digest Email in the Trust Management Hub application.

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

➖ Portfolio Manager

➖ User

❌ View Only

Distribution Email

Set up a company-wide email distribution list.

✅ Admin

❌ Group Admin

❌ Internal Business User

❌ Operations

❌ Portfolio Manager

❌ User

❌ View Only

Modify Admin-Defined Alert Sets

Admin-defined alert sets are system-wide alerts based on program policy, typically structured using tiers.

✅ Admin

❌ Group Admin

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

Set Up Alerts

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

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only