FR
Introducing a new EFT security enhancement feature.
Here's how to enable notifications for any changes made to EFTs in the accounts of agents, non-agents, collaborating agencies, or suppliers.
Administration > Setup > General
Locate the section Electronic FundsTransfer
In the Notifications Configuration section, you can choose from the following options:
Notification type:
No notification
Email
SMS
Administrator to notify
Please choose your brokerage admin who will be notified.
Letter template
Choose EFT Account Change Alert
The designated administrator will receive a message as follows:
Email:
SMS:
Save
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If editing permissions for these EFT accounts were previously enabled in your user groups, they will continue to be active. To make any adjustments, please consult the following article. |
Links to other relevant articles:
How to add an electronic fund transfer to a agent profile
