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Purpose
The Distribution tab is where you define which project contacts receive emailed reports or can view reports in AgilePort.
Add Recipient
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.
For information on managing AgilePort Users, see AgilePort Help.
The recipient list will be used in Scheduling for easy selection of a contact in the Requested By field.
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 have access to when viewed in AgilePort.