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| Table of Contents | ||
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AgilePort
| Section | Action |
|---|---|
| AgilePort Users | Determine which external client contacts will need access to AgilePort. You can manually add users to give them AgilePort access or you can add them as a part of setting up your project level report distribution. |
| Settings - General Settings | Define your AgilePort Site Message that appears on the top of the page when clients log into your site. Add a Logo to brand your AgilePort site. Upload your custom branded Help documentation. Determine if you would like your report status to change to "Delivered" when you make reports public to AgilePort. Determine the colors of various elements within your AgilePort site. |
| Settings - Introductory Email Notifications | Define the text of the email that a user gets when they are first added to AgilePort (Welcome Email). Define the text of the email that a user gets when they are added to a new project (New Project Email). |
| Settings - New Report Notifications | Determine if you want individual users to be able to setup their alerts (User Defined) or if you want to control globally how alerts are sent (Global). If Applicable, determine if global alerts should be sent immediately, daily, and/or weekly. Define the text for the notification emails. |