Setting Disti Role Preferences (Filling Out the Preferences Page)

1

On the left nav, click the Preferences button.

2

The Preferences page opens:

1

From the Preferences page, go to the Address Book section.

2

Click the View/Edit List button to open the Address Book page.

3

Click the Add button. The address will appear in the Address Book.

4

Enter the contact's first name, last name, and email address, and click the OK button.

5

To add more names to the Address Book, repeat steps 3-5. You can remove addresses by clicking the Remove button.

6

Click the Save button to return the Preferences page.

1

From the Preferences page, in the Email Notifications section, in the Step 1 - Input the Email Address(s) section, click in the To: field.

2

Enter one or more email addresses, using commas to separate multiple email addresses. Optionally, enter email addresses into the CC: field

3

In the Step 2a - Select e-mail notifications to be received from the list of notifications generated below section, all statuses are checked as a default. Remove the check from any status(es) for which you do not to send email notifications.

4

In the Step 2b - Set the frequency of when the selected mails should be sent section, default setting is HOURLY. To send the email notifications immediately, click the IMMEDIATE radio button.

5

Click the Save button at the bottom of the form.

1

From the Preferences page, go to the Branches section.

2

In the Available Branches box, elect the desired branch(es) to be included. (One popular method to select multiple items is to press the Ctrl key and click each desired Disti with the mouse).

3

Click the >> to copy the branches to the Selected Branches box.

4

Click the Save button at the bottom of the form.