How to Opt-In and Opt-Out Recipients in RedFlag

1. Access Recipients Section

  • Go to the home screen.
  • Select the recipients section.

2. Select Recipient

  • Search for or select the recipient you want to opt-in or opt-out.

3. Opt-Out Process

  • Disable text message and email notifications for the recipient.
  • Click on the respective icons to disable notifications.
  • Confirm the action.

4. Opt-In Process

  • Enable text message and email notifications for the recipient.
  • Click on the icons to enable notifications.
  • Confirm the action.

5. Confirmation

  • Grayed-out icons indicate the recipient is opted out.
  • Green icons indicate the recipient is opted back in.

6. User Roles

  • Specific user roles, such as super admins, have access to this functionality.
  • For more information on user roles, refer to the user role video in the help center.

Conclusion

  • Opting in and opting out recipients is essential for managing communication preferences in RedFlag.
  • Follow the outlined steps to efficiently manage recipient preferences.