How to Setup Portal Notifications

in How To in Matrix

This quick reference guide will teach you how to turn on Client Portal notifications.

Step 1:  Go to My Matrix Tab and Click “Settings”

Step 2:  Click on “Portal Notification Settings”

Step 3:  Select the Check box of Client Portal activities you want to be notified about.

Note:  If you choose email notifications the email will be sent to your agent email address in the Matrix roster.

Step 4:   If you chose to be notified via text Enter your mobile phone number and cellular provider, then Click the link below to edit your cellular information.

Step 5: Click “Send me a verification code”

Step 6:  Enter the validation code received via text, then Click “Save my cellular information”

Step 7:  Once completed, Click “Save”

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