Permission Settings

To start publishing Notices, the appropriate user permissions must be assigned:

  1. Read Notices – Grants view-only access to existing notices.

  2. Update Notices – Grants full access to create, edit, publish, and delete notices.

Once these permissions are assigned, the "Notices" option will appear in the side menu under the "Notify" module, allowing you to manage client communications directly.

By default, you will see the notices you have created. Use the dropdown menu to adjust your view to one of the following scopes:

  • Your Own Data – Notices created by you only.

  • Direct Downlines – Notices created by your direct downline users.

  • All Downlines – Notices created by all users in your downline hierarchy.

  • Same Role – Notices created by users assigned the same Role as you.

  • Company Wide – Notices created by any user within the company.

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