Prefer to watch? This short video walks you through every step, or read the instructions below.
If you use statuses to track where each client portal is (for example "Documents received" or "Return filed"), you can choose who gets an email when a portal's status changes.
Set up status emails for a portal group
1. Go to Portals and open the portal group.
2. In the left-hand menu, click Statuses.
3. Under Status change notifications, tick who should be emailed:
All users: everyone below;
Company users with the following company roles: pick one or more roles, such as Admin or Sales;
Portal users: the clients in the portal.
4. Click Save notification settings.
Good to know
The setting applies to the whole portal group. The selected people are emailed whenever any portal in the group changes status.
Anyone who has unsubscribed from a portal is not emailed about it.
Each portal group has its own setting, so repeat these steps for other groups.
To create and use statuses, see How to configure your client portals (advanced features). For emails about new uploads, see How do I get email alerts for a portal when there is an upload?