Identify employees who will receive a notification when there is an error on the connection between the bank code and Plaid.
Prerequisite: You must have activated the feed between the bank code and Plaid.
To set up notification for bank feed errors:
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In the Navigation pane in
Vantagepoint, select
.
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On the Banks form, search for or select the bank code.
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On the header of the Banks form, select
Edit.
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Click the Connections tab.
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In the User for Error Notifications grid, click
+ Add Employee and then select an employee from the drop-down list or use the lookup.
You can identify multiple employees to receive error notifications, or you can remove employees from the list.
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Click
Save.