- Click the person icon at the top of the screen and type the admin’s name into the Quick Search
- Click on the admin’s name from the list that appears
- In the “Main” tab, click on the “Miscellaneous” section and select “Administrator”
- Go to the Communications section and select the desired Notifications
- Client status change notifications: Sent when clients resign from your organization. This will change the client’s status to “Archived”
- New client application notifications: sent when new clients complete your application form
- Click the [Save] button at the bottom of the “Admin Settings” section