How can I add an Announcement to the Client Portal

This article will explain how you can add an Announcement, so it appears in the Client Portal.

• Click on Portal Announcements in the Account Communication section of the Dashboards menu.

• Click Add New to add a new Portal Announcement.

• Enter the Announcement Title, Subtitle (if any), and check the box if you want it to be an Active announcement.

NOTE: For the Announcement to appear in the Client Portal, it must be set to
Active.

• Click Save.

The announcement will appear in the Portal Announcements List.

- Announcements can be edited by clicking on their ID and making changes.
Save your changes when complete.

- Announcements can be deleted by checking the box to the left of their ID
and clicking on Delete.

When you access the Client Portal...the active announcements will appear in
the My Announcements panel for your organization.