ManagingAccountStatementNotification.pdf
PDF 277 KB Posted
- Attached to
- Zoo Produce
- Solicitation number
- 2023-RFB-069-PR
- Issued by
- Dane County, Wisconsin
About this file
This document is a user guide for managing account statement notifications within an online system, specifically designed for a program administrator. The guide provides step-by-step instructions for setting up email notifications for account statements, including how to select personal information, verify email address, search for managing accounts, and save notification preferences. The document is version 1-4 and marked as confidential, intended for internal use by administrators.
The guide walks through a detailed process of accessing the "My Personal Information" section, clicking on the "Email Notification" link, confirming the email address (in this case, A.ADAMS@ACME.MIL), and then adding managing accounts by searching for an account, selecting it, and choosing to receive statement notifications. The document includes screenshots illustrating each step of the process, with numbered instructions and highlighted sections to guide the user through setting up account statement email alerts.
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Access Online
Managing account statement notification: Version 1-4
Program Administrator Confidential 1
Managing account statement notification You can use this quick reference guide as a fast reminder of the basic steps for adding a notif ication to let you know when a managing account statement is available.
1. Select the My Personal Information high-level task.
2. Click the Email Notification link.
3. Make sure your email address is correct.
4. Click the Add Managing Accounts link.
Access Online
Managing account statement notification: Version 1-4
Program Administrator Confidential 2
5. Search for a managing account.
6. Select the managing account.
7. Click the Select Account button.
8. Click the Save Selected Accounts button. Your selected managing account displays in the lower table of accounts you have access to (the upper table lists your personal accounts).
9. Select the Statement checkbox.
10. Click the Save button.
The system saves your changes and a confirmation message displays.
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You may not reproduce this document, in whole or in part, without written permission.
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| Managing account statement notification |
| 1. Select the My Personal Information high-level task. |
| 2. Click the Email Notification link. |
| 3. Make sure your email address is correct. |
| 4. Click the Add Managing Accounts link. |
| 5. Search for a managing account. |
| 6. Select the managing account. |
| 7. Click the Select Account button. |
| 8. Click the Save Selected Accounts button. Your selected managing account displays in the lower table of accounts you have access to (the upper table lists your personal accounts). |
| 9. Select the Statement checkbox. |
| 10. Click the Save button. |
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