What are account monitoring alerts and how can I manage them?

What are account monitoring alerts?

Account monitoring alerts are helpful notifications you can personalize to help you monitor unusual activity on your linked accounts. Each linked account can have its own unique alert settings. Below is a list of alerts that can be enabled, disabled, and adjusted to best suit you and your family’s needs!

• Unusual activity
• Additional transaction alerts
  • Transaction frequency
  • Transaction amount
  • Transaction type
• Account insights
  • Low balance

How do I manage the account monitoring alerts?

Family members with a linked account for account monitoring can set up the alerts they would like to enable for their accounts. Depending on the permissions enabled for each user’s monitored account, you can also adjust which alerts you would like to receive for that user’s accounts from your app! You can manage the monitored account’s alerts by:

1. Tap the profile of the user whose monitored accounts you’d like to view
2. Tap ‘Settings’
3. Enable, disable, and adjust the alert settings that you would like to receive for that monitored account. 

How will I be notified of an account monitoring alert?

If an alert is triggered for a monitored account, any user with the permissions to the monitored account will receive:

• A push notification to their device, notifying them of the detected account activity
• A notification on the Monitored Accounts section of the user's dashboard 
• A notification in the ‘Notifications’ section on the ‘Home’ dashboard for all users who receive the alert

What should I do after I receive a monitored account alert?

If you receive an alert for activity on a monitored account, it's important to always review each alert to ensure you take the proper next steps to keep the account secure. 

Once you have accessed the alert from your Greenlight app, you can tap on the ‘Review’ button next to the alert to see more details. 

While reviewing account alerts, you can mark each alert as ‘Suspicious’ or ‘Unsuspicious’ to be walked through how to remediate that alert’s concern if needed.

If you mark an alert as suspicious, you will be provided with ‘Recommended next steps’ for that alert. After you have reviewed the alert and addressed any concerns, you can tap ‘Mark resolved’ for that alert to remove it from the account’s notifications.

If you notice that the alerts you’re receiving for your monitored account aren’t helpful or inaccurate, please feel free to respond to the ‘Was this alert helpful?’ section so that your alerts can be better tailored for your family! 

You can also adjust your alert settings from within the alert review experience by clicking on “Manage alerts”.  

Why is my monitored account showing a “Connection error”?

If you see a "Connection Error" notification on your monitored account, it just means the app has temporarily lost connection with that account. No worries! Just tap "Reconnect" and follow the steps to re-authenticate the account to get things re-connected and continue monitoring your account.