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Table of Contents
Table of Contents

Purpose

The Distribution tab is where you define which project contacts receive emailed reports or can view reports in AgilePort.

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You also have the option to define Delivery Notes which are displayed when a user is in the Delivery module for that project.

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Delivery Notes

Delivery Notes allow you to record notes (instructions / reminders) for users who distribute reports in the Delivery module. These notes will display in Delivery when you have that project selected.

Report Recipients

Click the Add Recipient button to add a recipient contact to the distribution. Begin by typing in the email address of the individual you wish to add as a recipient. If this person is a collaborator on the project or is an existing AgilePort user, you will see their email address in a list to select from. Simply select their email address to populate the rest of the recipient information (First Name, Last Name, Company, Role). If the recipient does not exist, you can fill in the remaining recipient fields to create a new recipient. If the contact should receive emailed reports and / or view reports in AgilePort, set the Email Access / AgilePort Access fields accordingly.

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