Learn how to customise a portfolio in Red Flag Alert
Once you have set up a portfolio, you are able to customise who can see it, which events trigger alerts, who receives them and the priority of the alerts
To begin simply click on the arrow next to ‘Actions’ in the top right
A drop-down menu will appear Click ‘Edit Portfolio’
How to share a portfolio
You are able to share your portfolios with other Red Flag Alert users within your organization
To do this, toggle ‘Is Private’ to off
This will make the portfolio visible in other Red Flag Alert users within your organizations list of portfolios
They will be able to access and view the portfolio (they will not be able to edit it)
Click ‘Update’
How to share alerts
You may share alerts with other Red Flag Alert users from within your organization
To do this, click on recipients and enter their Red Flag Alert user login email address into the text bar and press return
Click ‘Update’
How to edit alerts
When a portfolio is created alerts will be active for all events
In most cases, a few or many of these events will not be business critical
You are able to remove alerts for these events
To do so click on ‘Events’
A list of all monitored events will appear under the heading ‘ Selected Events’
To turn off alerts for a specific events, click the cross next to them
This will delete them off the list and they will no longer generate alerts
If you accidentally delete an event or wish to add one that you had previously deselected, click on ‘Choose your events’
Find the desired event in the drop down list and click on it
How to receive immediate alerts
To avoid inbox clutter, the Red Flag Alert system will send a daily round up email of alerts for each portfolio (only if there are alerts)
However, some events are so critical you need to know about them immediately
To enable instant alerts for an event, toggle on the ‘Is immediate’ toggle next to an event in ‘Selected Events
Should this event trigger, you will receive an instant email alert
