Creating a Portal Announcement

 

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1. From CP Central, select the settings wheel in the upper right corner of CP.

 

 

 

2. Select Portal Settings.

 

 

 

3. The Agency Announcement are located at the bottom. Select the plus sign to add an announcement.

 

 

 

4. Next, create the announcement. Descriptions of each field are below.

Activated: Announcement will be displayed starting at this time.

Deactivated: Announcement will no longer be displayed after this time.

Order: If more than 1 announcement is active at once the number will control the order in which they display.

Office: "All" will display for all clients. If a specific "Office" is selected, then the announcement will only display for clients within that office.

Enabled: Check the box to enable to announcement.

Title: Title of the announcement.

Message: Body of the announcement.

 

 

 

5. When finished, select "Save" at the bottom.

 

 

 

6. The announcement will then be displayed under Agency Announcements.

 

 

 

7. The announce will be displayed in the portal like in the image below.