View Notifications as an Advisor

The Manage Notifications tool lets you notify the appropriate parties when certain events happen in the Maxwell Health system.

In this article, you’ll learn how to view notifications from your Advisor interface. You'll set up, edit, and delete notifications from the Admin interface. Learn how to do that in the article "About Notifications".


View notifications as an Advisor

  1. When a notification is triggered, you’ll receive an email with the subject “Maxwell Health - New Advisor Notification from [Employer Name]” and a link that will take you to log into your Advisor portal. You can then view any notifications you have set up to receive, as well as any notifications your Administrators have set up to receive, by clicking Notifications on the sidebar.

  2. When you click anywhere on the row with the notification, a pop-up will provide more detail. Click Mark as Read, and the notification will be placed under your Read notifications, or, click Keep Unread, and that notification will remain on your Dashboard.

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