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How to set up an Account Summary Alert and recipient?

This article shows you step-by-step instructions on how to set up an Account Summary Alert email and it's recipients.

1. Navigate to Settings -> System Settings.

2. Under Notification Settings, click on the Account Summary Emailer.

3. Now, turn the toggle switch to ON against the user access level to which you want to be the recipient of the alert or  define a custom user by entering their email address.

4. To receive the summary at a specific interval, click on the Account Summary Alert to define a duration.