You can set up user preferences for receiving e-mail alerts from elcyMBP.
Go to the Settings tab, User Settings.
Here you can amend user profiles to determine whether the users receive email alerts for eXchange transactions or only import or export transactions – depending on workflow.
1. eXchange Email and Filter Settings
Exchange Email and Filter Settings allow an administrator to set whether a user receives an external email for every alert which is sent in the system in relation to eXchange messages.
If your users’ roles involve being regularly logged in to the ELCY system, they may not require email notifications. For those who are not logged in regularly, an email notification draws to their attention that there is something relevant in ELCY which they need to be aware of, or process.
The most common settings will be as follows:
1.1 Exchange Email Settings:
Select user(s) and click Submit at the bottom of screen. In the next screen, choose for each of outbound and inbound eXchange messages, whether you want no alert, an email alert, or an email alert with a copy of the message and attachment included. Then click Save.
1.2 Select Exchange Type Filter
Select user(s) and click Submit at the bottom of screen. In the next screen, select which types of exchange message you want to receive email alerts. Then click Save.
2. ElcyMbp Email Settings
Mbp Email Settings allow an administrator to set whether or not users receive an external email for every alert which is sent in the system in relation to Import and Export transactions.
If your users roles involve being regularly logged in to the ELCY system, they may not require email notifications. For those who are not logged in regularly, an email notification draws to their attention that there is something relevant in ELCY which they need to be aware of, or process.
Selecting Settings, User Settings, Mbp Email Settings brings up a list of users.
Put a tick in the box on the left-hand side for those users whose settings need changing. More than one can be done at once if they need to end up with the same settings.
You can check that you have the correct user by looking at the bottom of the screen where it displays the email address that alerts will be sent to.
If users require an email alert about all transactions, place a tick in “Receive an email alert for all transactions” and click on Save.
Otherwise, untick that box, and for each section, select if they require an alert, and whether they require it for internal and/or external activity. Then click Save.
Note – where your users are using a group email address to receive alerts, the alerts for that user MUST remain on.
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