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 customize who can see it, what alerts you get and prioritize alerts
- To do any of these click on the arrow next to ‘Actions’ in the top right
- A drop-down menu will appear Click ‘Edit Portfolio’
How to share a portfolio
- You are able to control whether other Red Flag Alert users within your organization are able to view and access a portfolio
- 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)
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 login email address into the text bar and press return
How to edit alerts
- When a portfolio is created alerts will be active for all 79 events
- Should you not wish to receive alerts for some events, you are able to remove alerts for them
- 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
- 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
How to receive immediate alerts
- If you wish to receive alerts for business critical events immediately you can do so by toggling on the ‘Is immediate’ toggle next to an event in ‘Selected Events
- Should this event trigger, you will receive an instant email alert
