How to customise a Portfolio

Learn how to customise a portfolio in Red Flag Alert

  • Once you have set up a portfolio, you are able to customise who can see it, which events trigger alerts, who receives them and the priority of the alerts
  • To begin simply click on the arrow next to ‘Actions’ in the top right
  • A drop-down menu will appear Click ‘Edit Portfolio’

edit portfolio

How to share a portfolio

  • You are able to share your portfolios with other Red Flag Alert users within your organization 
  • To do this, toggle ‘Is Private’ to off
  • This will make the portfolio visible in other Red Flag Alert users within your organizations list of portfolios
  • They will be able to access and view the portfolio (they will not be able to edit it)
  • Click ‘Update’

share portfolio

How to share alerts

  • You may share alerts with other Red Flag Alert users from within your organization
  • To do this, click on recipients and enter their Red Flag Alert user login email address into the text bar and press return
  • Click ‘Update’


How to edit alerts

  • When a portfolio is created alerts will be active for all events
  • In most cases, a few or many of these events will not be business critical
  • You are able to remove alerts for these events
  • To do so click on ‘Events’
  • A list of all monitored events will appear under the heading ‘ Selected Events’
  • To turn off alerts for a specific events, click the cross next to them
  • This will delete them off the list and they will no longer generate alerts

portfolio events

  • If you accidentally delete an event or wish to add one that you had previously deselected, click on ‘Choose your events’
  • Find the desired event in the drop down list and click on it

choosing events

How to receive immediate alerts

  • To avoid inbox clutter, the Red Flag Alert system will send a daily round up email of alerts for each portfolio (only if there are alerts)
  • However, some events are so critical you need to know about them immediately
  • To enable instant alerts for an event, toggle on the ‘Is immediate’ toggle next to an event in ‘Selected Events
  • Should this event trigger, you will receive an instant email alert

event alerts