How do I set my notification preferences in Portfolium?

Document created by Canvas Doc Team Employee on Oct 15, 2019Last modified by Canvas Doc Team Employee on Jul 7, 2020
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You can customize your notification preferences in your Portfolium account. Currently, notifications are only sent via email.

Open Settings

Open Settings

To open your user settings, click the Me icon in the toolbar [1], and then click the Settings link [2].

Open Notifications

Open Notifications

In Account Navigation, click the Notifications link.

View Notifications

View Notifications

In the Notifications Page, you can view all available notifications for your account. To be notified of a specific event, select the checkbox next to the notification name [1]. To turn off a specific notification, deselect the checkbox next to the notification [2]. To toggle all notifications off or on for a section, click the Toggle All link [3].

Update Notifications

Update Notifications

To save your notification settings, click the Update Notifications button.

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