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How to create an account announcement

  1. To create an account announcement, select the Dashboard tab and click the Announcement link



  2. The “Announcement” screen will appear, select the <+New Announcement> button

  3. Select the ‘Account Announcement’ radio button, enter the subject and announcement.  

  4. Select the date which you want the announcement to display and the expiration of the announcement. This will trigger when the announcement will display on the user’s dashboard.

  5. Select <Save>



  6. The newly created announcement will display in the announcement list. All users with a login to the account will see an account announcement on their dashboard.
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