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About AgilePort Settings
In Administration under AgilePort there is a screen called "Settings" which allows you to configure your client portal. There are a variety of settings in this area broken out into three tabs: General Settings, Introductory Email Notifications and New Report Notifications.
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General Settings - Site Colors
In this area you can control all of the colors for your portal. You can select the box and choose the colors from a color picker or you can enter a hexadecimal RGB value by typing it in.
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In this area you can define the text of the email that a user gets when they are first added to AgilePort (Welcome Email) and when they are added to a new project (New Project Email). For both emails you can user placeholders similar to other places in MetaField. A key to the placeholders can be found by hovering over the
icon next to the label.
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Make sure you type the placeholders exactly as they show up in the key (with double brackets). |
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In order for your AgilePort users to receive email messages from the site, these fields must be populated. If left blank messages may not be sent. |
New Report Notifications
New Report Notifications - General
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Regardless of whether you control your alerts globally or allow individual users to configure their own, you need to define the text for the emails. There is a box for the immediate, daily and weekly email text. As with the welcome emails, there are placeholders available if you click theicon next to the label.