Asset-Map Platform communicates to you when:
You have been added as Sub-Advisor (invited by another subscriber to be a work partner on a case)
A Discovery Interview is Started
A Discovery Interview is Completed
A Discovery Interview has reached its 14-day security time limit and the Interview is Incomplete and closed
Announcing a New Lead when your inbound Discovery link is clicked
Announcing the completion of Questionnaires.
A client portal account is created.
A client portal invitation is accepted
Questionnaires completed
Notifications can be administered on the User Preferences page in the Notifications section. The User Preferences page is found by clicking the profile picture in the upper right area.
Notifications come in the form of emails or in-application using our bell icon found in the upper right area.