Maintaining Notification Lists

To create a new notification list or to edit an existing list, you must work in a role that has access to the following:

• the Advisors Administration module in the Advisors interface
• the Control Panel section in the navigation panel of the Advisors Administration module

To add a notification list:

1. On the Administration module navigation bar, click Notification Lists. The Notification Lists page opens.
2. Click New. The Add/Edit Notification List window opens.
3. Type a name for the notification list.
4. To add an e-mail address, type one in the Add E-mail field and then click Add.
5. Click Save. The Notification Lists page shows the newly-created list along with the rest of the existing notifications.

To edit a notification list:

1. On the Administration module navigation bar, click Notification Lists.
2. Click the Edit icon next to the notification list that you want to edit. The Add/Edit Notification List window opens. The details appear in the User’s E-mail section.
3. Update the name of the notification list.
4. To add a new e-mail address, type one in the Add E-mail field and click Add.
5. Click Save. The Notification Lists page reappears.