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Assign Notification Template Groups at the Functional Account Group Level

Overview

This article provides the steps necessary to assign a Notification Template Group at the Functional Account Group level.

Getting Here: Click Configuration > Client Settings > Functional Account Groups

  1. Click New to create a Functional Account Group.
  2. Provide a Group Name and Client Group ID in the respective fields.
  3. In the Description field, enter a description of the account group.
  4. Assign a Notification Template Group to the new Functional Account Group by selecting the desired template group from the Notification Template Group dropdown.

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5. Click Save when finished.

The Notification Template Group is now assigned at the Functional Account Group level.

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