All members of thedocyard have control of their own global user settings.

  • Global settings include: Profile Settings Password Security

  • The frequency with which members receive email notifications can be set by selecting My Profile from User Settings, and selecting My Details.

  • Users can also select to be notified when certain actions are carried out within the transaction.

  • To access these settings, click on the user name in the top right hand corner of the dashboard.

  • Select 'My Profile' to make any amends to the user settings.

  • In the My Details section, the user can amend their:

  • First Name & Last Name

  • Email Address

  • Mobile number

  • Organisation

  • Time Zone

  • Email Preferences

  • Instant notification preference

  • Two-Factor Authentication

  • Delete Account

  • To change the frequency of email notification, click on the button next to the email preference required and click 'Update' to save changes.

  • By default, email preference for email notification is set to Daily Digest (once every 24 hours).

  • If you require immediate notification of changes, select Instant (real time) and notifications will be sent as soon as a change occurs in the deal room (within your team's permission settings).

  • To select notifications based on a specific action, check the relevant box required.

  • Remember to select 'Update' to save any changes.

If you have any questions, contact the Help Desk team: [email protected]

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