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Click the Add Recipient button to add a contact to the project. Begin by typing in the email address of the individual you wish to add as a recipient. The system will automatically look at existing ___________________________If a collaborator or existing AgilePort users exists for this project, you will see their email address to select. Simply select their email address in the resulting list to populate the rest of the recipient information (First Name, Last Name, Company, Role). If the recipient does not exist as a collaborator or existing AgilePort user, you can fill in the remaining recipient fields to create an ad-hoc recipient. If the contact should receive emailed reports and / or notifications on reports made public in AgilePort, set the Email Access / AgilePort Access fields accordingly.

Associate Reports

Use the Reports tree at the bottom of the pop up (shown above) to indicate which reports the contact should receive when emailed out of MetaField or notified of when the report is made public in AgilePort.