Mid-January 2023 - User Notification Settings & Drag-and-Drop Meeting Attendees
User Notification Settings
If you are a Coach or Administrator who manages advisors within SuccessPro, you are now able to view and adjust the User Notification Settings of another user.
Once you have the appropriate advisor pulled up in the system, select the View Profile button.
From this screen, scroll down to the User Notification Settings. You can now see how they have their settings configured and can even modify these settings on the user’s behalf. Please note that, if the user adjusts these settings later from their My Settings menu, then any previous settings will be overwritten.
Setup
You must be set up as a Coach or Administrator to view or edit someone else’s User Notification Settings.
Drag-and-Drop/Reorder Meeting Attendees
Our meeting functionality now allows you to reorder the list of attendees. To do so, simply select the three lines icon next to a name and drag them to the desired spot in the list. This new order will persist in any of the Meeting exports you use.
Setup
No additional setup is needed for the reordering of meeting attendees.