How to Set up a Financial Notification Recipient
The financial contact allows you to assign a user who will receive notifications regarding payments and accounting documents. Only one financial contact can be assigned to an organization account.
To assign another user as a financial contactyou should:
Financial Contact Assignment
- Click Notification settings tab ③.
- In the Financial Contact drop-down list ➃, choose the user who will be assigned as the financial contact of the organization.
- Click the button Save ⑤ at the bottom of the page.