To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the 'Default Notification Team'
Locating The Default Notification Team
To navigate to the firm settings within the application,
- Click on the Tool icon drop-down menu in the top right-hand corner of the screen.
- Select the Settings button;
- You will now be taken to the firm details screen.
- You will now be able to expand each menu to update. A guide to each section can be found here
Default Notification Team
Once located within the firm settings, you can add, remove, and edit the Default Notification Team, in doing so, you'll set these members as the firms primary members to receive notifications specifically from the SMSF Dashboard.
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