- Select “User Profile” and “Settings” located at the top right of the screen.
- Update the details and Click “save.”
Instructions:
Individual users can update their settings. This includes notification emails, the default date range of their client confirmation statuses tool and the default confirmation currency used on the forms.
Rate this article:
|vote=None|
Processing...
(Popularity = 22/100, Rating = 3.0/5)
Related Articles
Can I change my default billing currency?
How do I change my default confirmation currency?
Confirmation Billing Guide (Effective 1 Nov 2024)
How do I change my date/time display?
view all...
Search Results
How do I update my office location or email address?
Unable to receive password or userID email
Caseware Working Papers Network Licenses
What is the difference between an In-Network and Out-of-Network responder?
How do I view the latest In-Network Responders?
view all...