To complete this procedure; you must have Modify permission for accounts.
A default list of Account monitors is set up in the Account preferences in Administrator. You can select this default list; or you can select any other users to monitor specific Accounts. You can also choose not to monitor a specific Account.
You can also specify how to monitor new Accounts in the default Account entry.
- Click on the Account to make it the current entry.
- Select Edit > Account Monitoring.
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Right-click and select Account Monitoring.
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In the following pane; select the Details tab; and click Monitoring.
- Select one of the Account Monitoring options.
- Select Do not monitor this account to remove all users from the list so no user receives email regarding this Account.
- Select Use the system default account monitoring user list to display the users specified in the system default Account monitoring list.
- Select Use the custom list below to modify the list of users who monitor the Account.
- If you select to use a custom list for Account monitoring; click Add to add a user to the list.
The Assign User dialog box opens. A list of available users is displayed on the left and the current list of Account monitors is displayed on the right.
- Select users from the list on the left and click the right arrow button to add the users to the list on the right.
- To select multiple users; press Control (Ctrl) while selecting the users.
- To select a series of users; select the first user in the series; then press Shift and select the last user in the series.
- Select a security group; team; department; or division to add all members of the group to the list.
Users are grouped by the security groups; teams; departments; and divisions to which they belong if you have the “Display users by groups” option enabled in your preferences.
- Click OK to close the Assign User dialog box.
- Click OK to save.