The Default Message Recipient (DMR) is the employee who receives client notifications when no specific team (Client Service Team) is assigned.
Think of the DMR as your firm’s fallback for client uploads and updates.
The DMR gets notified when:
A client uploads a file outside of a Message, Task, or Request
A client updates Account information
An Account doesn’t have a Client Service Team assigned
If a Client Service Team is assigned, notifications go to the team instead of the DMR.
Important Notes:
Only a Firm Admin can set or change the DMR
Each firm can have only one DMR
Without proper Client Service Team setup, the DMR might receive too many notifications
View or Change a Default Message Recipient:
Select the three dots (bottom-left corner)
Go to Admin → Users
In the far-right column, look for the Default Message Recipient label
To change it:
Hover over the employee you want to assign
Select Edit
Check the box for Default Message Recipient
Select Edit, then Yes to confirm