Customizing your settings

Within a user's Settings, each Curate user have the option to customize their own Curate instance. This is mainly based on the individual user's role and reason for using Curate. When changes are made within your Settings page, the adjustments are reflected each time you log in to Curate.

Each user has the ability to set up 15 filter profiles for their individual accounts. Each filter profile reflects different adjustments of the found date, location and topics. If you only create 1 filter profile, it is automatically marked as default which reflects the information sent in your daily emails, as well as the first view that is within Curate when you log in each time.

To learn more on how to create multiple filter profiles, visit the Multiple Filter Profiles article.

Lets review each of the filter settings:

• Email Frequency: Adjust the frequency in which you want to be notified of when new information is released in Curate for any of your filter profiles.

• Document Found Date: The document found dates is the date that the Curate team was able to find a particular data point.

  As part of your settings, you can indicate the time interval you would like to see for your data.

  • Document Found Date Options:
    • 1 business day, 2 business days and 3 business days
    • 1 week, 2 weeks, 4 weeks and 8 weeks

• Location: The location filter will allow you to narrow down your view to only specific locations with in your subscription. You will only be able to choose the Locations as part of your Curate subscription. To see what data sources Curate is able to track, check out our Data Sources help article.

  • Bulk Select Locations:
    • Curate allows bulk selection quickly include or exclude these from filter profiles to allow quick customizations.
    • By default, the toggle will be collapsed. If a user does not expand these options and make changes, the default behavior for the system is to select all location types (municipalities, school boards and regions). 
    • Once the dropdown expands you have the option to include or exclude municipalities, regions, or school districts. Once adjusted, these settings will be respected for any new states selected in the picker. To apply to states that are already selected, click “Apply to all Selected States.”

• Topics: The topics filter will allow you to narrow down to only topics you care about. You will only be able to choose topics that your company has subscribed to, based on what is available for your industry. To read more about topics, visit the Topics help article.