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Assign a Notification Template Group at the Account Level

Overview

A Notification Template Group can be associated directly to an account. This article provides the steps necessary to assign a notification template group at the account level.

Assigning a Notification Template Group at the Account Level

Getting Here: Click Accounts > search for an account

  1. Search for and select the desired account.
  2. Select the Notification Method tab.

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  1. Select the Notification Template Group link.

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A list of available Notification Template Groups display. If a template group is already assigned to the account, a message indicating this displays above the list of available template groups.

  1. To assign a template to the account, select a radio button next to the desired Notification Template Group.

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  1. Click Change Notify Template Group to update the account with the newly-assigned template group.
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