Notification Rules
PRO-TECH gives client users the ability to set Notification Rules on accounts. Notifications establish who should be alerted, how they should be alerted, and the
PRO-TECH gives client users the ability to set Notification Rules on accounts. Notifications establish who should be alerted, how they should be alerted, and the
This video will illustrate how to configure client user privileges, which will determine what functions the user will be granted access to in the system.
The Client Dashboard displays dynamic information based on user entitlements. If PRO-TECH is enabled, a PRO-TECH box will be displayed on the Client Dashboard. This
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