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”
