Before you start
Prerequisites and permissions
Have ready
- An active account and a connection.
Access rules
- Your role and plan must allow this page and the action you want to take. Ask the Owner if access is missing.
Where to find it
Navigation map
- Notifications
- Customer Portal → Notifications
- Profile & preferences
- Customer Portal → Profile
Walkthrough
Step by step
In each picture, the outlined area is what to look at.
- 01
Open Notifications
Choose Notifications, or More → Notifications on a phone. Open an inbox item’s linked record under the selected business.
Choose Notifications, or More → Notifications on a phone.Step 1 · Reviewed 2026-10-14Tap or click to open full size - 02
Review communication preferences
Open Profile & preferences through Profile or More → Profile and choose your email/SMS options. Choose Review preferences, check Confirm communication preferences, then Save reviewed preferences.
Open Profile & preferences through Profile or More → Profile and choose your email/SMS options.Step 2 · Reviewed 2026-10-14Tap or click to open full size - 03
Check history and device alerts
Check preference history in Profile and choose device notifications separately. Opening an alert returns to the portal and checks current access again.
Troubleshooting
If something does not look right
The action is unavailable.
Read the message on the page. Check your role and plan with the Owner. Reload after an approved access change; do not submit the same change twice.
Keep going