Portal Notification Settings
Click your name in the top right corner of the Matrix™ navigation bar and select Settings from the utility dropdown menu.
Click here to view the utility menu dashboard toggle image.
Select the Portal Notification Settings option from the Settings dashboard.
Click here to view the Settings dashboard layout image.
Select how you would like to be notified of specific client actions.
Click here to view the Portal Notification Settings panel image.
- When a contact does this: The specific action taken by a client in OneHome.
- Notify me ASAP via Email: Alerts you, by email, when a selected action is taken by a client.
- Notify me ASAP via Text: Alerts you, by text, when a selected action is taken by a client.
- Notify me via Daily Summary Email: Alerts you, by email, a daily summary of the selected action.
- Display on Timeline: Selected actions will appear in the Dashboard's Timeline for recent portal activity.
For more information, see Timeline in the My Matrix > Dashboard section.
Select the "edit your cellular information" button to add/edit your phone number and to select your cellular provider.
Click here to view the mobile information settings image.
Once your phone details have been entered, select the "Send me a verification code" button.
Click here to view the Send me a verification code option image.
Some mobile carriers may send you an initial text requiring you to first confirm that you would like to accept "Email to SMS" messages.
Check your mobile device then, back in Matrix™, enter the verification code that was received.
Select the "Save my cellular information" button.
Click here to view the "Save cellular information" option image.
Select Save.
Click here to view the Save button image.
