User Interface - Secure Portal
This category contains articles about the Secure Portal User Interface for 1-800 Notify.
AUDIT TRAIL
TASK SCHEDULER
Notification List
Job List
NEW FEATURES RELEASED
Reminder Messages
- How to Control and Set Client Preferred Contact Settings in Credible
- Allowing the Job to Start Outside Normal Times (before 9a or after 8p)
- Parent - Child or Member - Group Member Reminder Messages (Several Locations, but a Single Upload File)
- How to Send a Broadcast Reminder Message / Upload a Name and Phone List
- Locating the Name of the Voice Message and Text Message Used in a Reminder Message
Uploading Files to Send Messages
IVR Autopay by Phone
- Automated Emailed IVR Reports (Daily, Weekly, Monthly) - How to Create Them
- Creating an IVR Report using Downloaded Call Log Data
- Emailed IVR Reports (Daily, Weekly, Monthly) - How to Change Email Addresses
- How to Generate an IVR Date Range Comparison Report
- How to Generate an IVR Date Range Report
- IVR Benchmark Data
Job Results and Reports
Email Messages
Text Messages (SMS)
- Required SMS Text Opt-In Compliance Language for 1-800 Notify - Messaging Use Policy
- How to Generate a Sample Text Message and Send It
- How to View/Edit a Text Message Template
- Find and View a Text Message sent out
- Create a New Text Message
- Do Not Call / Do Not Text / Do Not Email - Your Staff Controls (Opt-In or Opt-Out with Contacts Tab)
Phone Calls
Customizing Your View
Search
Passwords and Security
- Two-Factor Authentication (2FA) with 1800 Notify for Administrators
- Getting Started with Two-Factor Authentication (2FA)
- Security User ACCESS GROUPS (add or edit)
- How to Add a New User to your Account
- How to Create a Secure Password You Can Remember
- 1-800 Notify Security White Paper