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Profile Reminders - Company Level

Whether profile reminders should be sent or not is as of now configurable on company level.

A circle administrator or an Umbrella employee can activate the profile reminder function on agency level.
Once activated, the profile reminders can individually be turned on or off directly on the company profile in the ‘Your agency team’ section, or via csv-file.
The default on new companies is OFF.

The function for profile reminders is editable by circle or agency administrators with the role ‘Can use mass send credentials’.

For agencies which already have the profile reminders in use, the current setting from the agency will be adopted on each company.

More detailed information is available in our documentation: System Settings

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