...
| Table of Contents | |
|---|---|
|
...
Purpose
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.
...
In this area you can configure how users are notified about new reports being added to AgilePort. The first decision to make is if you want individual users to be able to setup their own alerts (User Defined) or if you want to universally control globally how alerts are sent (Global). This setting is controlled with the New Report Notifications drop down:
...
If you choose the Global option you will also have the option to determine if global alerts should be are sent immediately, daily, and/or weekly.
...
Regardless of whether you control your alerts globally or allow individual users to configure their own alerts, 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 the
icon next to the label.
Columns & Filters
The Columns & Filters settings control what filters are visible to your client users along with which columns of report data are visible.
