Set Product Preferences

  1. From the upper-right corner of the page, select your name.
  2. Select Profile.

    The Client360 home page with the user menu open and a blue box around the Profile option.

  3. Select the Portal Information tab.

    Image of the Portal Information tab on the Edit Profile page.

  4. Select Edit.

  5. Update the settings as necessary.

    1. Under Bulk Preference Settings, select or clear the options to reflect your desired state after the update.

      Based on the image below, the user would be able to create Inquiries but would not receive publications for all the products you select.

      Bulk preference settings with Publications unselected and Create Inquiry selected.

    2. Select the product or products you would like to update.
    3. Select Apply.
    1. Under Preferences, locate the product you would like to update.

      The Product Preferences section of the Portal Information page in edit mode.

      Find the product quickly by using the search bar.

    2. Select or clear the options to reflect your desired state.
  6. Select Save.

Client360 uses this data to manage Inquiry notifications and display preferences. Review this information regularly.

Publications
Client communications
Create Inquiry
The ability to create a new Inquiry. Select this option for each product you want to create Inquiries for.
Service Interruptions
Receive notifications for service problems and resolutions.

Set Notification Preferences

Update Your Profile